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

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

Plan Name	SOLOMON 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 Type

Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
004 2016-01-01 ANDREW GREY 2017-06-05
004 2015-01-01 ANDREW GREY ANDREW GREY 2016-10-11
004 2014-01-01 ANDREW GREY ANDREW GREY 2015-10-06
004 2013-01-01 ANDREW GREY ANDREW GREY 2014-10-03
004 2012-01-01 BLOCK CONSULTING ACTUARIES, INC. BLOCK CONSULTING ACTUARIES, INC. 2013-10-12
004 2011-01-01 ANDREW GREY 2012-10-04 ANDREW GREY 2012-10-04
004 2010-01-01 BLOCK CONSULTING ACTUARIES, INC. 2011-10-07 BLOCK CONSULTING ACTUARIES, INC. 2011-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2016-01-01			ANDREW GREY	2017-06-05
004	2015-01-01	ANDREW GREY		ANDREW GREY	2016-10-11
004	2014-01-01	ANDREW GREY		ANDREW GREY	2015-10-06
004	2013-01-01	ANDREW GREY		ANDREW GREY	2014-10-03
004	2012-01-01	BLOCK CONSULTING ACTUARIES, INC.		BLOCK CONSULTING ACTUARIES, INC.	2013-10-12
004	2011-01-01	ANDREW GREY	2012-10-04	ANDREW GREY	2012-10-04
004	2010-01-01	BLOCK 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-year 2016-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2015 401k membership
Total participants, beginning-of-year 2015-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 17
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 6
Total of all active and inactive participants 2015-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2014 401k membership
Total participants, beginning-of-year 2014-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2013 401k membership
Total participants, beginning-of-year 2013-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 24
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2012 401k membership
Total participants, beginning-of-year 2012-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 25
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2016: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2016 401k membership
Total participants, beginning-of-year	2016-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2015 401k membership
Total participants, beginning-of-year	2015-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	17
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	6
Total of all active and inactive participants	2015-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2014 401k membership
Total participants, beginning-of-year	2014-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2013 401k membership
Total participants, beginning-of-year	2013-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	24
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2012 401k membership
Total participants, beginning-of-year	2012-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	25
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

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 plan	2016-10-31	$0
Total plan liabilities at end of year	2016-10-31	$0
Total plan liabilities at beginning of year	2016-10-31	$0
Total income from all sources	2016-10-31	$20,668
Expenses. Total of all expenses incurred	2016-10-31	$3,695,943
Benefits paid (including direct rollovers)	2016-10-31	$3,690,126
Total plan assets at end of year	2016-10-31	$0
Total plan assets at beginning of year	2016-10-31	$3,675,275
Value of fidelity bond covering the plan	2016-10-31	$250,000
Other income received	2016-10-31	$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 interests	2016-10-31	$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 year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$450,468
Expenses. Total of all expenses incurred	2015-12-31	$26,250
Total plan assets at end of year	2015-12-31	$3,675,275
Total plan assets at beginning of year	2015-12-31	$3,251,057
Value of fidelity bond covering the plan	2015-12-31	$250,000
Other income received	2015-12-31	$-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 interests	2015-12-31	$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 year	2014-12-31	$0
Total income from all sources	2014-12-31	$359,506
Expenses. Total of all expenses incurred	2014-12-31	$44,108
Benefits paid (including direct rollovers)	2014-12-31	$12,171
Total plan assets at end of year	2014-12-31	$3,251,057
Total plan assets at beginning of year	2014-12-31	$2,935,659
Value of fidelity bond covering the plan	2014-12-31	$250,000
Other income received	2014-12-31	$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 interests	2014-12-31	$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 year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$670,715
Expenses. Total of all expenses incurred	2013-12-31	$22,909
Total plan assets at end of year	2013-12-31	$2,935,659
Total plan assets at beginning of year	2013-12-31	$2,287,853
Value of fidelity bond covering the plan	2013-12-31	$250,000
Assets. Value of loans (other than to participants)	2013-12-31	$400,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Other income received	2013-12-31	$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 loans	2013-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$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 securities	2013-12-31	$0
2012 : SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2012 401k financial data
Total income from all sources	2012-12-31	$424,597
Expenses. Total of all expenses incurred	2012-12-31	$43,545
Benefits paid (including direct rollovers)	2012-12-31	$22,585
Total plan assets at end of year	2012-12-31	$2,287,853
Total plan assets at beginning of year	2012-12-31	$1,906,801
Value of fidelity bond covering the plan	2012-12-31	$175,000
Other income received	2012-12-31	$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 loans	2012-12-31	$38,588
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$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
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG) 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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