THE GRIEVE CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE GRIEVE CORPORATION 401K RETIREMENT PLAN
Measure | Date | Value |
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2023: THE GRIEVE CORPORATION 401K RETIREMENT PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 6 |
Total of all active and inactive participants | 2023-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 53 |
Number of participants with account balances | 2023-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: THE GRIEVE CORPORATION 401K RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 9 |
Total of all active and inactive participants | 2022-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 53 |
Number of participants with account balances | 2022-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
Measure | Date | Value |
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2023 : THE GRIEVE CORPORATION 401K RETIREMENT PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $625,353 |
Expenses. Total of all expenses incurred | 2023-12-31 | $387,055 |
Benefits paid (including direct rollovers) | 2023-12-31 | $382,321 |
Total plan assets at end of year | 2023-12-31 | $3,259,791 |
Total plan assets at beginning of year | 2023-12-31 | $3,021,493 |
Value of fidelity bond covering the plan | 2023-12-31 | $750,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $93,451 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $470,676 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $238,298 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,259,791 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,021,493 |
Assets. Value of participant loans | 2023-12-31 | $145,379 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $61,226 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $4,734 |
2022 : THE GRIEVE CORPORATION 401K RETIREMENT PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-171,256 |
Expenses. Total of all expenses incurred | 2022-12-31 | $149,820 |
Benefits paid (including direct rollovers) | 2022-12-31 | $142,519 |
Total plan assets at end of year | 2022-12-31 | $3,021,493 |
Total plan assets at beginning of year | 2022-12-31 | $3,342,569 |
Value of fidelity bond covering the plan | 2022-12-31 | $750,000 |
Total contributions received or receivable from participants | 2022-12-31 | $91,726 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-319,356 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-321,076 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,021,493 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,342,569 |
Assets. Value of participant loans | 2022-12-31 | $149,957 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $56,374 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $7,261 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $40 |
2023: THE GRIEVE CORPORATION 401K RETIREMENT PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | Yes |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: THE GRIEVE CORPORATION 401K RETIREMENT PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |