401k Plan data: GRACE, MATTHEWS & DEBRO, LLC plan

GRACE, MATTHEWS & DEBRO, LLC 401k Plan overview

Plan Name	GRACE, MATTHEWS & DEBRO, LLC
Plan identification number	001

GRACE, MATTHEWS & DEBRO, LLC Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

GRACE, MATTHEWS & DEBRO, LLC has sponsored the creation of one or more 401k plans.

Company Name: GRACE, MATTHEWS & DEBRO, LLC

Employer identification number (EIN): 320226311

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRACE, MATTHEWS & DEBRO, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MICHAEL C MORTON 2024-06-14 MICHAEL C MORTON 2024-06-14
001 2022-01-01 MIKE MORTON 2023-06-23
001 2021-01-01 MICHAEL C. MORTON 2022-06-21
001 2020-01-01 BREE WILBOURN 2021-07-07 BREE WILBOURN 2021-07-07
001 2019-01-01 BREE WILBOURN 2020-07-20 BREE WILBOURN 2020-07-20
001 2018-01-01 SARAH GRACE 2019-07-26 SARAH GRACE 2019-07-26
001 2017-01-01 SARAH GRACE 2018-07-19 SARAH GRACE 2018-07-19
001 2016-01-01 SARAH B. GRACE 2017-06-21
001 2015-01-01 SARAH B. GRACE SARAH B. GRACE 2016-07-19
001 2014-01-01 SARAH GRACE
001 2013-01-01 SARAH B. GRACE
001 2012-01-01 SARAH B. GRACE SARAH B. GRACE 2013-06-24
001 2011-01-01 SARAH B. GRACE
001 2009-01-01 SARAH B. GRACE JENNIFER M. MATTHEWS 2010-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MICHAEL C MORTON	2024-06-14	MICHAEL C MORTON	2024-06-14
001	2022-01-01	MIKE MORTON	2023-06-23
001	2021-01-01	MICHAEL C. MORTON	2022-06-21
001	2020-01-01	BREE WILBOURN	2021-07-07	BREE WILBOURN	2021-07-07
001	2019-01-01	BREE WILBOURN	2020-07-20	BREE WILBOURN	2020-07-20
001	2018-01-01	SARAH GRACE	2019-07-26	SARAH GRACE	2019-07-26
001	2017-01-01	SARAH GRACE	2018-07-19	SARAH GRACE	2018-07-19
001	2016-01-01	SARAH B. GRACE	2017-06-21
001	2015-01-01	SARAH B. GRACE		SARAH B. GRACE	2016-07-19
001	2014-01-01	SARAH GRACE
001	2013-01-01	SARAH B. GRACE
001	2012-01-01	SARAH B. GRACE		SARAH B. GRACE	2013-06-24
001	2011-01-01	SARAH B. GRACE
001	2009-01-01	SARAH B. GRACE		JENNIFER M. MATTHEWS	2010-07-20

Plan Statistics for GRACE, MATTHEWS & DEBRO, LLC

401k plan membership statisitcs for GRACE, MATTHEWS & DEBRO, LLC

Measure Date Value
2015: GRACE, MATTHEWS & DEBRO, LLC 2015 401k membership
Total participants, beginning-of-year 2015-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 14
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GRACE, MATTHEWS & DEBRO, LLC 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 15
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GRACE, MATTHEWS & DEBRO, LLC 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GRACE, MATTHEWS & DEBRO, LLC 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GRACE, MATTHEWS & DEBRO, LLC 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: GRACE, MATTHEWS & DEBRO, LLC 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: GRACE, MATTHEWS & DEBRO, LLC 2015 401k membership
Total participants, beginning-of-year	2015-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	14
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GRACE, MATTHEWS & DEBRO, LLC 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	15
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GRACE, MATTHEWS & DEBRO, LLC 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GRACE, MATTHEWS & DEBRO, LLC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GRACE, MATTHEWS & DEBRO, LLC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: GRACE, MATTHEWS & DEBRO, LLC 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GRACE, MATTHEWS & DEBRO, LLC

Measure	Date	Value
2015 : GRACE, MATTHEWS & DEBRO, LLC 2015 401k financial data
Total income from all sources	2015-12-31	$40,412
Expenses. Total of all expenses incurred	2015-12-31	$77
Total plan assets at end of year	2015-12-31	$381,887
Total plan assets at beginning of year	2015-12-31	$341,552
Value of fidelity bond covering the plan	2015-12-31	$38,000
Total contributions received or receivable from participants	2015-12-31	$25,879
Expenses. Other expenses not covered elsewhere	2015-12-31	$77
Contributions received from other sources (not participants or employers)	2015-12-31	$5,736
Other income received	2015-12-31	$-13,149
Net income (gross income less expenses)	2015-12-31	$40,335
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$381,887
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$341,552
Assets. Value of participant loans	2015-12-31	$4,537
Total contributions received or receivable from employer(s)	2015-12-31	$21,946
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : GRACE, MATTHEWS & DEBRO, LLC 2014 401k financial data
Total income from all sources	2014-12-31	$58,522
Expenses. Total of all expenses incurred	2014-12-31	$74
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$341,552
Total plan assets at beginning of year	2014-12-31	$283,104
Total contributions received or receivable from participants	2014-12-31	$24,397
Expenses. Other expenses not covered elsewhere	2014-12-31	$74
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$13,604
Net income (gross income less expenses)	2014-12-31	$58,448
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$341,552
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$283,104
Assets. Value of participant loans	2014-12-31	$7,086
Total contributions received or receivable from employer(s)	2014-12-31	$20,521
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
2013 : GRACE, MATTHEWS & DEBRO, LLC 2013 401k financial data
Total income from all sources	2013-12-31	$103,250
Expenses. Total of all expenses incurred	2013-12-31	$56
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$283,104
Total plan assets at beginning of year	2013-12-31	$179,910
Value of fidelity bond covering the plan	2013-12-31	$8,500
Total contributions received or receivable from participants	2013-12-31	$30,001
Expenses. Other expenses not covered elsewhere	2013-12-31	$56
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$48,227
Net income (gross income less expenses)	2013-12-31	$103,194
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$283,104
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$179,910
Assets. Value of participant loans	2013-12-31	$4,057
Total contributions received or receivable from employer(s)	2013-12-31	$25,022
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2012 : GRACE, MATTHEWS & DEBRO, LLC 2012 401k financial data
Total income from all sources	2012-12-31	$67,593
Expenses. Total of all expenses incurred	2012-12-31	$47
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$179,910
Total plan assets at beginning of year	2012-12-31	$112,364
Total contributions received or receivable from participants	2012-12-31	$26,601
Expenses. Other expenses not covered elsewhere	2012-12-31	$39
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$18,862
Net income (gross income less expenses)	2012-12-31	$67,546
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$179,910
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$112,364
Assets. Value of participant loans	2012-12-31	$1,673
Total contributions received or receivable from employer(s)	2012-12-31	$22,130
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$8
2011 : GRACE, MATTHEWS & DEBRO, LLC 2011 401k financial data
Total income from all sources	2011-12-31	$30,001
Expenses. Total of all expenses incurred	2011-12-31	$23
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$112,364
Total plan assets at beginning of year	2011-12-31	$82,386
Value of fidelity bond covering the plan	2011-12-31	$8,500
Total contributions received or receivable from participants	2011-12-31	$18,975
Expenses. Other expenses not covered elsewhere	2011-12-31	$23
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-4,803
Net income (gross income less expenses)	2011-12-31	$29,978
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$112,364
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$82,386
Assets. Value of participant loans	2011-12-31	$904
Total contributions received or receivable from employer(s)	2011-12-31	$15,829
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
2010 : GRACE, MATTHEWS & DEBRO, LLC 2010 401k financial data
Total income from all sources	2010-12-31	$55,455
Expenses. Total of all expenses incurred	2010-12-31	$7
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$82,386
Total plan assets at beginning of year	2010-12-31	$26,940
Value of fidelity bond covering the plan	2010-12-31	$8,500
Total contributions received or receivable from participants	2010-12-31	$27,395
Expenses. Other expenses not covered elsewhere	2010-12-31	$7
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$9,636
Net income (gross income less expenses)	2010-12-31	$55,448
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$82,386
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$26,940
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$18,424
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0

Form 5500 Responses for GRACE, MATTHEWS & DEBRO, LLC

2015: GRACE, MATTHEWS & DEBRO, LLC 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GRACE, MATTHEWS & DEBRO, LLC 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GRACE, MATTHEWS & DEBRO, LLC 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GRACE, MATTHEWS & DEBRO, LLC 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GRACE, MATTHEWS & DEBRO, LLC 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: GRACE, MATTHEWS & DEBRO, LLC 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GRACE, MATTHEWS & DEBRO, LLC
Employer identification number (EIN):	320226311
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers