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GRIMM FAMILY EDUCATION FOUNDATION 403(B) PLAN 401k Plan overview

Plan NameGRIMM FAMILY EDUCATION FOUNDATION 403(B) PLAN
Plan identification number 001

GRIMM FAMILY EDUCATION FOUNDATION 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GRIMM FAMILY EDUCATION FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:GRIMM FAMILY EDUCATION FOUNDATION
Employer identification number (EIN):273194151
NAIC Classification:611000

Additional information about GRIMM FAMILY EDUCATION FOUNDATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C3303740

More information about GRIMM FAMILY EDUCATION FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRIMM FAMILY EDUCATION FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012016-01-01
0012015-01-01

Financial Data on GRIMM FAMILY EDUCATION FOUNDATION 403(B) PLAN

Measure Date Value
2025 : GRIMM FAMILY EDUCATION FOUNDATION 403(B) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-02-240
Total expenses incurred by plan in this plan year2025-02-2424964
Net assets as of the end of the plan year2025-02-24301018
Total assets as of the beginning of the plan year2025-02-24235001
Value of plan covered by a fidelity bond2025-02-2480000
Participant contributions to plan in this plan year2025-02-2434357
Other income to plan in this plan year2025-02-2434833
Plan net income in this plan year2025-02-2466017
Net assets as of the end of the plan year2025-02-24301018
Net assets as of the beginning of the plan year2025-02-24235001
Employer contributions to plan in this plan year2025-02-2421791
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-24475
2023 : GRIMM FAMILY EDUCATION FOUNDATION 403(B) PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-04-170
Total liabilities as of the end of the plan year2023-04-170
Total liabilities as of the beginning of the plan year2023-04-170
Total expenses incurred by plan in this plan year2023-04-17268347
Net assets as of the end of the plan year2023-04-17412104
Total assets as of the beginning of the plan year2023-04-17692853
Value of plan covered by a fidelity bond2023-04-1780000
Participant contributions to plan in this plan year2023-04-1738489
Other expenses paid from plan in this plan year2023-04-170
Other contributions to plan in this plan year2023-04-170
Other income to plan in this plan year2023-04-17-73924
Plan net income in this plan year2023-04-17-280749
Net assets as of the end of the plan year2023-04-17412104
Net assets as of the beginning of the plan year2023-04-17692853
Employer contributions to plan in this plan year2023-04-1723033
Expensese paid to adminstrative service provicers from plan in this plan year2023-04-17250
2016 : GRIMM FAMILY EDUCATION FOUNDATION 403(B) PLAN 2016 401k financial data
Transfers to/from the plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$74,150
Expenses. Total of all expenses incurred2016-06-30$4,436
Benefits paid (including direct rollovers)2016-06-30$4,396
Total plan assets at end of year2016-06-30$268,039
Total plan assets at beginning of year2016-06-30$198,325
Value of fidelity bond covering the plan2016-06-30$30,000
Total contributions received or receivable from participants2016-06-30$47,579
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$2,301
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$69,714
Net plan assets at end of year (total assets less liabilities)2016-06-30$268,039
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$198,325
Total contributions received or receivable from employer(s)2016-06-30$24,270
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$40
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : GRIMM FAMILY EDUCATION FOUNDATION 403(B) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$230,438
Expenses. Total of all expenses incurred2015-12-31$32,113
Benefits paid (including direct rollovers)2015-12-31$32,049
Total plan assets at end of year2015-12-31$198,325
Total plan assets at beginning of year2015-12-31$0
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$100,008
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$88,512
Other income received2015-12-31$-4,741
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$198,325
Net plan assets at end of year (total assets less liabilities)2015-12-31$198,325
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$46,659
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$64
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for GRIMM FAMILY EDUCATION FOUNDATION 403(B) PLAN

2016: GRIMM FAMILY EDUCATION FOUNDATION 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GRIMM FAMILY EDUCATION FOUNDATION 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1

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