Logo

SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 401k Plan overview

Plan NameSOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG)
Plan identification number 004

SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SRG, LLP has sponsored the creation of one or more 401k plans.

Company Name:SRG, LLP
Employer identification number (EIN):954476507
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042016-01-01 ANDREW GREY2017-06-05
0042015-01-01ANDREW GREY ANDREW GREY2016-10-11
0042014-01-01ANDREW GREY ANDREW GREY2015-10-06
0042013-01-01ANDREW GREY ANDREW GREY2014-10-03
0042012-01-01BLOCK CONSULTING ACTUARIES, INC. BLOCK CONSULTING ACTUARIES, INC.2013-10-12
0042011-01-01ANDREW GREY2012-10-04 ANDREW GREY2012-10-04
0042010-01-01BLOCK CONSULTING ACTUARIES, INC.2011-10-07 BLOCK CONSULTING ACTUARIES, INC.2011-10-07

Plan Statistics for SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG)

401k plan membership statisitcs for SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG)

Measure Date Value
2016: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2016 401k membership
Total participants, beginning-of-year2016-01-0123
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2015 401k membership
Total participants, beginning-of-year2015-01-0123
Total number of active participants reported on line 7a of the Form 55002015-01-0117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2014 401k membership
Total participants, beginning-of-year2014-01-0126
Total number of active participants reported on line 7a of the Form 55002014-01-0120
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2013 401k membership
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-0124
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2012 401k membership
Total participants, beginning-of-year2012-01-0127
Total number of active participants reported on line 7a of the Form 55002012-01-0125
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG)

Measure Date Value
2016 : SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2016 401k financial data
Transfers to/from the plan2016-10-31$0
Total plan liabilities at end of year2016-10-31$0
Total plan liabilities at beginning of year2016-10-31$0
Total income from all sources2016-10-31$20,668
Expenses. Total of all expenses incurred2016-10-31$3,695,943
Benefits paid (including direct rollovers)2016-10-31$3,690,126
Total plan assets at end of year2016-10-31$0
Total plan assets at beginning of year2016-10-31$3,675,275
Value of fidelity bond covering the plan2016-10-31$250,000
Other income received2016-10-31$20,668
Net income (gross income less expenses)2016-10-31$-3,675,275
Net plan assets at end of year (total assets less liabilities)2016-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$3,675,275
Assets. Value of assets in partnership/joint-venture interests2016-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$5,817
2015 : SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$450,468
Expenses. Total of all expenses incurred2015-12-31$26,250
Total plan assets at end of year2015-12-31$3,675,275
Total plan assets at beginning of year2015-12-31$3,251,057
Value of fidelity bond covering the plan2015-12-31$250,000
Other income received2015-12-31$-57,732
Net income (gross income less expenses)2015-12-31$424,218
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,675,275
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,251,057
Assets. Value of assets in partnership/joint-venture interests2015-12-31$400,000
Total contributions received or receivable from employer(s)2015-12-31$508,200
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$26,250
2014 : SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$359,506
Expenses. Total of all expenses incurred2014-12-31$44,108
Benefits paid (including direct rollovers)2014-12-31$12,171
Total plan assets at end of year2014-12-31$3,251,057
Total plan assets at beginning of year2014-12-31$2,935,659
Value of fidelity bond covering the plan2014-12-31$250,000
Other income received2014-12-31$155,506
Net income (gross income less expenses)2014-12-31$315,398
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,251,057
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,935,659
Assets. Value of assets in partnership/joint-venture interests2014-12-31$400,000
Total contributions received or receivable from employer(s)2014-12-31$204,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$31,937
2013 : SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$670,715
Expenses. Total of all expenses incurred2013-12-31$22,909
Total plan assets at end of year2013-12-31$2,935,659
Total plan assets at beginning of year2013-12-31$2,287,853
Value of fidelity bond covering the plan2013-12-31$250,000
Assets. Value of loans (other than to participants)2013-12-31$400,000
Expenses. Other expenses not covered elsewhere2013-12-31$0
Other income received2013-12-31$369,515
Net income (gross income less expenses)2013-12-31$647,806
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,935,659
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,287,853
Assets. Value of participant loans2013-12-31$0
Assets. Value of assets in partnership/joint-venture interests2013-12-31$24,000
Total contributions received or receivable from employer(s)2013-12-31$301,200
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$22,909
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2012 401k financial data
Total income from all sources2012-12-31$424,597
Expenses. Total of all expenses incurred2012-12-31$43,545
Benefits paid (including direct rollovers)2012-12-31$22,585
Total plan assets at end of year2012-12-31$2,287,853
Total plan assets at beginning of year2012-12-31$1,906,801
Value of fidelity bond covering the plan2012-12-31$175,000
Other income received2012-12-31$207,297
Net income (gross income less expenses)2012-12-31$381,052
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,287,853
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,906,801
Assets. Value of participant loans2012-12-31$38,588
Assets. Value of assets in partnership/joint-venture interests2012-12-31$25,000
Total contributions received or receivable from employer(s)2012-12-31$217,300
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$20,960

Form 5500 Responses for SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG)

2016: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1