401k Plan data: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST plan

B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	002

B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

B.F. GRUDZIEN & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: B.F. GRUDZIEN & ASSOCIATES, INC.

Employer identification number (EIN): 363335647

NAIC Classification: 321900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-12-01 BENEDICT GRUDZIEN 2024-02-21
002 2021-12-01 BENEDICT GRUDZIEN 2023-02-13
002 2020-12-01 BENEDICT GRUDZIEN 2022-03-02 BENEDICT GRUDZIEN 2022-03-02
002 2019-12-01 BENEDICT GRUDZIEN 2021-02-11 BENEDICT GRUDZIEN 2021-02-11
002 2018-12-01 BENEDICT GRUDZIEN 2020-02-10 BENEDICT GRUDZIEN 2020-02-10
002 2017-12-01 BENEDICT GRUDZIEN 2019-04-26 BENEDICT GRUDZIEN 2019-04-26
002 2016-12-01 BENEDICT GRUDZIEN 2018-06-07
002 2015-12-01 BEN GRUDZIEN
002 2014-12-01 BEN GRUDZIEN
002 2013-12-01 BEN GRUDZIEN
002 2012-12-01 BEN GRUDZIEN
002 2011-12-01 BEN GRUDZIEN
002 2009-12-01 FRANK MUNARETTO BEN GRUDZIEN 2011-03-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-12-01	BENEDICT GRUDZIEN	2024-02-21
002	2021-12-01	BENEDICT GRUDZIEN	2023-02-13
002	2020-12-01	BENEDICT GRUDZIEN	2022-03-02	BENEDICT GRUDZIEN	2022-03-02
002	2019-12-01	BENEDICT GRUDZIEN	2021-02-11	BENEDICT GRUDZIEN	2021-02-11
002	2018-12-01	BENEDICT GRUDZIEN	2020-02-10	BENEDICT GRUDZIEN	2020-02-10
002	2017-12-01	BENEDICT GRUDZIEN	2019-04-26	BENEDICT GRUDZIEN	2019-04-26
002	2016-12-01	BENEDICT GRUDZIEN	2018-06-07
002	2015-12-01	BEN GRUDZIEN
002	2014-12-01	BEN GRUDZIEN
002	2013-12-01	BEN GRUDZIEN
002	2012-12-01	BEN GRUDZIEN
002	2011-12-01	BEN GRUDZIEN
002	2009-12-01	FRANK MUNARETTO		BEN GRUDZIEN	2011-03-18

Plan Statistics for B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-12-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 2
Number of retired or separated participants receiving benefits 2015-12-01 0
Number of other retired or separated participants entitled to future benefits 2015-12-01 0
Total of all active and inactive participants 2015-12-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-01 0
Total participants 2015-12-01 2
Number of participants with account balances 2015-12-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-12-01 0
2014: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-12-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 2
Total of all active and inactive participants 2014-12-01 2
Total participants 2014-12-01 2
Number of participants with account balances 2014-12-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-12-01 0
2013: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-12-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 2
Number of retired or separated participants receiving benefits 2013-12-01 0
Number of other retired or separated participants entitled to future benefits 2013-12-01 0
Total of all active and inactive participants 2013-12-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-12-01 0
Total participants 2013-12-01 2
Number of participants with account balances 2013-12-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-12-01 0
2012: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-12-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 2
Total of all active and inactive participants 2012-12-01 2
Total participants 2012-12-01 2
Number of participants with account balances 2012-12-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-12-01 0
2011: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-12-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 2
Number of retired or separated participants receiving benefits 2011-12-01 0
Number of other retired or separated participants entitled to future benefits 2011-12-01 0
Total of all active and inactive participants 2011-12-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 0
Total participants 2011-12-01 2
Number of participants with account balances 2011-12-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 0
2009: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-12-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 2
Number of retired or separated participants receiving benefits 2009-12-01 0
Number of other retired or separated participants entitled to future benefits 2009-12-01 0
Total of all active and inactive participants 2009-12-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 0
Total participants 2009-12-01 2
Number of participants with account balances 2009-12-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-12-01 0

Measure	Date	Value
2015: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-12-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	2
Number of retired or separated participants receiving benefits	2015-12-01	0
Number of other retired or separated participants entitled to future benefits	2015-12-01	0
Total of all active and inactive participants	2015-12-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-01	0
Total participants	2015-12-01	2
Number of participants with account balances	2015-12-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-12-01	0
2014: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-12-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	2
Total of all active and inactive participants	2014-12-01	2
Total participants	2014-12-01	2
Number of participants with account balances	2014-12-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-12-01	0
2013: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-12-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	2
Number of retired or separated participants receiving benefits	2013-12-01	0
Number of other retired or separated participants entitled to future benefits	2013-12-01	0
Total of all active and inactive participants	2013-12-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-12-01	0
Total participants	2013-12-01	2
Number of participants with account balances	2013-12-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-12-01	0
2012: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-12-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	2
Total of all active and inactive participants	2012-12-01	2
Total participants	2012-12-01	2
Number of participants with account balances	2012-12-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-12-01	0
2011: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-12-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	2
Number of retired or separated participants receiving benefits	2011-12-01	0
Number of other retired or separated participants entitled to future benefits	2011-12-01	0
Total of all active and inactive participants	2011-12-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	0
Total participants	2011-12-01	2
Number of participants with account balances	2011-12-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	0
2009: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-12-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	2
Number of retired or separated participants receiving benefits	2009-12-01	0
Number of other retired or separated participants entitled to future benefits	2009-12-01	0
Total of all active and inactive participants	2009-12-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	0
Total participants	2009-12-01	2
Number of participants with account balances	2009-12-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-12-01	0

Financial Data on B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2016 : B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-11-30	$65,965
Expenses. Total of all expenses incurred	2016-11-30	$0
Total plan assets at end of year	2016-11-30	$1,728,971
Total plan assets at beginning of year	2016-11-30	$1,663,006
Other income received	2016-11-30	$45,064
Net income (gross income less expenses)	2016-11-30	$65,965
Net plan assets at end of year (total assets less liabilities)	2016-11-30	$1,728,971
Net plan assets at beginning of year (total assets less liabilities)	2016-11-30	$1,663,006
Total contributions received or receivable from employer(s)	2016-11-30	$20,901
2015 : B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-11-30	$63,171
Expenses. Total of all expenses incurred	2015-11-30	$0
Total plan assets at end of year	2015-11-30	$1,663,006
Total plan assets at beginning of year	2015-11-30	$1,599,835
Other income received	2015-11-30	$25,851
Net income (gross income less expenses)	2015-11-30	$63,171
Net plan assets at end of year (total assets less liabilities)	2015-11-30	$1,663,006
Net plan assets at beginning of year (total assets less liabilities)	2015-11-30	$1,599,835
Total contributions received or receivable from employer(s)	2015-11-30	$37,320
2014 : B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-11-30	$161,522
Expenses. Total of all expenses incurred	2014-11-30	$0
Total plan assets at end of year	2014-11-30	$1,599,835
Total plan assets at beginning of year	2014-11-30	$1,438,313
Other income received	2014-11-30	$148,372
Net income (gross income less expenses)	2014-11-30	$161,522
Net plan assets at end of year (total assets less liabilities)	2014-11-30	$1,599,835
Net plan assets at beginning of year (total assets less liabilities)	2014-11-30	$1,438,313
Total contributions received or receivable from employer(s)	2014-11-30	$13,150
2013 : B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-11-30	$266,504
Expenses. Total of all expenses incurred	2013-11-30	$100
Total plan assets at end of year	2013-11-30	$1,438,313
Total plan assets at beginning of year	2013-11-30	$1,171,909
Expenses. Other expenses not covered elsewhere	2013-11-30	$100
Other income received	2013-11-30	$254,428
Net income (gross income less expenses)	2013-11-30	$266,404
Net plan assets at end of year (total assets less liabilities)	2013-11-30	$1,438,313
Net plan assets at beginning of year (total assets less liabilities)	2013-11-30	$1,171,909
Assets. Value of participant loans	2013-11-30	$40,000
Total contributions received or receivable from employer(s)	2013-11-30	$12,076
2012 : B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-11-30	$236,817
Total plan assets at end of year	2012-11-30	$1,171,909
Total plan assets at beginning of year	2012-11-30	$935,092
Other income received	2012-11-30	$224,738
Net income (gross income less expenses)	2012-11-30	$236,817
Net plan assets at end of year (total assets less liabilities)	2012-11-30	$1,171,909
Net plan assets at beginning of year (total assets less liabilities)	2012-11-30	$935,092
Total contributions received or receivable from employer(s)	2012-11-30	$12,079
2011 : B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-11-30	$21,353
Total plan assets at end of year	2011-11-30	$935,092
Total plan assets at beginning of year	2011-11-30	$913,739
Other income received	2011-11-30	$10,661
Net income (gross income less expenses)	2011-11-30	$21,353
Net plan assets at end of year (total assets less liabilities)	2011-11-30	$935,092
Net plan assets at beginning of year (total assets less liabilities)	2011-11-30	$913,739
Total contributions received or receivable from employer(s)	2011-11-30	$10,692

Form 5500 Responses for B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

2015: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	Submission has been amended	No
2015-12-01	This submission is the final filing	No
2015-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-12-01	Plan is a collectively bargained plan	No
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes
2014: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Submission has been amended	No
2014-12-01	This submission is the final filing	No
2014-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-12-01	Plan is a collectively bargained plan	No
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2013: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Submission has been amended	No
2013-12-01	This submission is the final filing	No
2013-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-12-01	Plan is a collectively bargained plan	No
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes
2012: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Submission has been amended	No
2012-12-01	This submission is the final filing	No
2012-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-12-01	Plan is a collectively bargained plan	No
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Submission has been amended	No
2011-12-01	This submission is the final filing	No
2011-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-12-01	Plan is a collectively bargained plan	No
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2009: B.F. GRUDZIEN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	Submission has been amended	No
2009-12-01	This submission is the final filing	No
2009-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-12-01	Plan is a collectively bargained plan	No
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes

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Company Name:	B.F. GRUDZIEN & ASSOCIATES, INC.
Employer identification number (EIN):	363335647
NAIC Classification:	321900