401k Plan data: GRADCO INC RETIREMENT PLAN plan

GRADCO INC RETIREMENT PLAN 401k Plan overview

Plan Name	GRADCO INC RETIREMENT PLAN
Plan identification number	001

GRADCO INC RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

GRADCO INC has sponsored the creation of one or more 401k plans.

Company Name: GRADCO INC

Employer identification number (EIN): 382933515

NAIC Classification: 425120
NAIC Description: Wholesale Trade Agents and Brokers

Additional information about GRADCO INC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0721412

More information about GRADCO INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRADCO INC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 WILLIAM KERR
001 2016-01-01 WILLIAM KERR
001 2015-01-01 WILLIAM KERR

Plan Statistics for GRADCO INC RETIREMENT PLAN

401k plan membership statisitcs for GRADCO INC RETIREMENT PLAN

Measure Date Value
2023: GRADCO INC RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 2
Number of participants with account balances 2023-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: GRADCO INC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
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 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: GRADCO INC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: GRADCO INC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: GRADCO INC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: GRADCO INC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: GRADCO INC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GRADCO INC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GRADCO INC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2023: GRADCO INC RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	2
Number of participants with account balances	2023-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: GRADCO INC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
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	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: GRADCO INC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: GRADCO INC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: GRADCO INC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: GRADCO INC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: GRADCO INC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GRADCO INC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GRADCO INC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on GRADCO INC RETIREMENT PLAN

Measure	Date	Value
2023 : GRADCO INC RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$216,087
Total plan assets at end of year	2023-12-31	$783,009
Total plan assets at beginning of year	2023-12-31	$566,922
Value of fidelity bond covering the plan	2023-12-31	$80,000
Total contributions received or receivable from participants	2023-12-31	$60,000
Other income received	2023-12-31	$107,902
Net income (gross income less expenses)	2023-12-31	$216,087
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$783,009
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$566,922
Total contributions received or receivable from employer(s)	2023-12-31	$48,185
2022 : GRADCO INC RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$9,641
Total plan assets at end of year	2022-12-31	$566,922
Total plan assets at beginning of year	2022-12-31	$557,281
Value of fidelity bond covering the plan	2022-12-31	$60,000
Total contributions received or receivable from participants	2022-12-31	$54,000
Other income received	2022-12-31	$-91,621
Net income (gross income less expenses)	2022-12-31	$9,641
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$566,922
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$557,281
Total contributions received or receivable from employer(s)	2022-12-31	$47,262
2021 : GRADCO INC RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$99,751
Total plan assets at end of year	2021-12-31	$557,281
Total plan assets at beginning of year	2021-12-31	$457,530
Value of fidelity bond covering the plan	2021-12-31	$60,000
Total contributions received or receivable from participants	2021-12-31	$26,000
Other income received	2021-12-31	$31,413
Net income (gross income less expenses)	2021-12-31	$99,751
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$557,281
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$457,530
Total contributions received or receivable from employer(s)	2021-12-31	$42,338
2020 : GRADCO INC RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$103,574
Expenses. Total of all expenses incurred	2020-12-31	$7,000
Benefits paid (including direct rollovers)	2020-12-31	$7,000
Total plan assets at end of year	2020-12-31	$457,530
Total plan assets at beginning of year	2020-12-31	$360,956
Value of fidelity bond covering the plan	2020-12-31	$50,000
Total contributions received or receivable from participants	2020-12-31	$26,000
Other income received	2020-12-31	$34,013
Net income (gross income less expenses)	2020-12-31	$96,574
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$457,530
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$360,956
Total contributions received or receivable from employer(s)	2020-12-31	$43,561
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$7,000
2019 : GRADCO INC RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$110,676
Expenses. Total of all expenses incurred	2019-12-31	$17,162
Benefits paid (including direct rollovers)	2019-12-31	$17,162
Total plan assets at end of year	2019-12-31	$360,956
Total plan assets at beginning of year	2019-12-31	$267,442
Value of fidelity bond covering the plan	2019-12-31	$40,000
Total contributions received or receivable from participants	2019-12-31	$25,000
Other income received	2019-12-31	$42,675
Net income (gross income less expenses)	2019-12-31	$93,514
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$360,956
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$267,442
Total contributions received or receivable from employer(s)	2019-12-31	$43,001
2018 : GRADCO INC RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$75,345
Total plan assets at end of year	2018-12-31	$267,442
Total plan assets at beginning of year	2018-12-31	$192,097
Value of fidelity bond covering the plan	2018-12-31	$22,000
Total contributions received or receivable from participants	2018-12-31	$24,500
Other income received	2018-12-31	$8,463
Net income (gross income less expenses)	2018-12-31	$75,345
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$267,442
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$192,097
Total contributions received or receivable from employer(s)	2018-12-31	$42,382
2017 : GRADCO INC RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$58,834
Total plan assets at end of year	2017-12-31	$192,097
Total plan assets at beginning of year	2017-12-31	$133,263
Value of fidelity bond covering the plan	2017-12-31	$25,000
Total contributions received or receivable from participants	2017-12-31	$24,000
Other income received	2017-12-31	$10,690
Net income (gross income less expenses)	2017-12-31	$58,834
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$192,097
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$133,263
Total contributions received or receivable from employer(s)	2017-12-31	$24,144
2016 : GRADCO INC RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$65,000
Total plan assets at end of year	2016-12-31	$133,263
Total plan assets at beginning of year	2016-12-31	$68,263
Value of fidelity bond covering the plan	2016-12-31	$20,000
Total contributions received or receivable from participants	2016-12-31	$24,000
Other income received	2016-12-31	$553
Net income (gross income less expenses)	2016-12-31	$65,000
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$133,263
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$68,263
Total contributions received or receivable from employer(s)	2016-12-31	$40,447
2015 : GRADCO INC RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$68,263
Total plan assets at end of year	2015-12-31	$68,263
Total plan assets at beginning of year	2015-12-31	$0
Value of fidelity bond covering the plan	2015-12-31	$10,000
Total contributions received or receivable from participants	2015-12-31	$26,724
Net income (gross income less expenses)	2015-12-31	$68,263
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$68,263
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	$41,539

Form 5500 Responses for GRADCO INC RETIREMENT PLAN

2023: GRADCO INC RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: GRADCO INC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GRADCO INC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GRADCO INC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GRADCO INC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GRADCO INC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GRADCO INC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GRADCO INC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GRADCO INC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GRADCO INC
Employer identification number (EIN):	382933515
NAIC Classification:	425120
NAIC Description:	Wholesale Trade Agents and Brokers

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0721412