401k Plan data: GRIGSBY & ASSOCIATES RETIREMENT PLAN plan

GRIGSBY & ASSOCIATES RETIREMENT PLAN 401k Plan overview

Plan Name	GRIGSBY & ASSOCIATES RETIREMENT PLAN
Plan identification number	001

GRIGSBY & ASSOCIATES RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: GRIGSBY & ASSOCIATES, INC.

Employer identification number (EIN): 942856938

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRIGSBY & ASSOCIATES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2010-10-01 CALVIN GRIGSBY
001 2009-10-01 CALVIN GRIGSBY
001 2008-10-01

Plan Statistics for GRIGSBY & ASSOCIATES RETIREMENT PLAN

401k plan membership statisitcs for GRIGSBY & ASSOCIATES RETIREMENT PLAN

Measure Date Value
2010: GRIGSBY & ASSOCIATES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 14
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 2
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 10
Total of all active and inactive participants 2010-10-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 12
Number of participants with account balances 2010-10-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0
2009: GRIGSBY & ASSOCIATES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 4
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 10
Total of all active and inactive participants 2009-10-01 14
Total participants 2009-10-01 14
Number of participants with account balances 2009-10-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2010: GRIGSBY & ASSOCIATES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	14
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	2
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	10
Total of all active and inactive participants	2010-10-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	12
Number of participants with account balances	2010-10-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0
2009: GRIGSBY & ASSOCIATES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	4
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	10
Total of all active and inactive participants	2009-10-01	14
Total participants	2009-10-01	14
Number of participants with account balances	2009-10-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on GRIGSBY & ASSOCIATES RETIREMENT PLAN

Measure	Date	Value
2011 : GRIGSBY & ASSOCIATES RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan	2011-09-30	$0
Total plan liabilities at end of year	2011-09-30	$0
Total plan liabilities at beginning of year	2011-09-30	$0
Total income from all sources	2011-09-30	$-2,027
Expenses. Total of all expenses incurred	2011-09-30	$24,493
Benefits paid (including direct rollovers)	2011-09-30	$24,493
Total plan assets at end of year	2011-09-30	$666,218
Total plan assets at beginning of year	2011-09-30	$692,738
Value of fidelity bond covering the plan	2011-09-30	$50,000
Total contributions received or receivable from participants	2011-09-30	$0
Expenses. Other expenses not covered elsewhere	2011-09-30	$0
Contributions received from other sources (not participants or employers)	2011-09-30	$0
Other income received	2011-09-30	$-10,241
Noncash contributions received	2011-09-30	$0
Net income (gross income less expenses)	2011-09-30	$-26,520
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$666,218
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$692,738
Assets. Value of participant loans	2011-09-30	$12,746
Total contributions received or receivable from employer(s)	2011-09-30	$8,214
Value of certain deemed distributions of participant loans	2011-09-30	$0
Value of corrective distributions	2011-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
Funding deficiency by the employer to the plan for this plan year	2011-09-30	$8,214
Minimum employer required contribution for this plan year	2011-09-30	$8,214
Amount contributed by the employer to the plan for this plan year	2011-09-30	$0
2010 : GRIGSBY & ASSOCIATES RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0
Funding deficiency by the employer to the plan for this plan year	2010-09-30	$0
Minimum employer required contribution for this plan year	2010-09-30	$38,425
Amount contributed by the employer to the plan for this plan year	2010-09-30	$38,425

Form 5500 Responses for GRIGSBY & ASSOCIATES RETIREMENT PLAN

2010: GRIGSBY & ASSOCIATES RETIREMENT PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: GRIGSBY & ASSOCIATES RETIREMENT PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: GRIGSBY & ASSOCIATES RETIREMENT PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	GRIGSBY & ASSOCIATES, INC.
Employer identification number (EIN):	942856938

Plan id#	Filing Submission Date	Name of Administrator
001	2010-10-01	CALVIN GRIGSBY
001	2009-10-01	CALVIN GRIGSBY
001	2008-10-01