401k plan information for SRG, LLP

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

The following addresses have been detected on the 401k submissions:

USA Mailing Address

16633 VENTURA BLVD., SUITE 600

ENCINO

914361825

Date first seen: 2010-10-14

Date last seen: 2017-10-02

USA Location Address

16633 VENTURA BLVD., SUITE 600

ENCINO

914361825

Date first seen: 2011-10-07

Date last seen: 2018-10-09

USA Location Address

16633 VENTURA BLVD., 6TH FLOOR

ENCINO

91436

Date first seen: 2007-01-01

Date last seen: 2024-02-29

USA Location Address

6320 CANOGA AVENUE, 17TH FLOOR

WOODLAND HILLS

913672565

Date first seen: 2019-06-06

Date last seen: 2021-12-18

Plan Sponsor Events

Change of plan sponsor from SRG, LLP to GROSSBERG & ASSOCIATES, INC. detected on 2017-09-29

SRG, LLP 401k Plans

Plan id#	Plan Name	Plan Start Date	Plan Effective Date
004	SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN (AG)	2015-01-01	2004-01-01
001	SOLOMON ROSS GREY & COMPANY CASH OR DEFERRED PROFIT SHARING PLAN	2015-01-01	1989-01-01
005	SOLOMON ROSS GREY & COMPANY, LLP (SG) CASH BALANCE ACCOUNT PLAN	2012-01-01	2012-01-01
006	SRG, LLP 401(K)	2016-01-01	2016-01-01
003	SOLOMON ROSS GREY & COMPANY, LLP CASH BALANCE ACCOUNT PLAN	2009-01-01	2000-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

Date Type of contribution Contribution Number of participants/employees Average contribution per participant
2016-09-12 Employer Contributions $ 7,000 22 $ 318
2016-09-12 Employee Contributions $ 7,000 22 $ 318
2016-09-07 Employer Contributions $ 95,000 22 $ 4,318
2016-09-07 Employee Contributions $ 95,000 22 $ 4,318
2016-08-03 Employer Contributions $ 30,000 22 $ 1,364
2016-08-03 Employee Contributions $ 30,000 22 $ 1,364
2016-07-21 Employer Contributions $ 100,000 22 $ 4,545
2016-07-21 Employee Contributions $ 100,000 22 $ 4,545
2016-06-28 Employer Contributions $ 90,000 22 $ 4,091
2016-06-28 Employee Contributions $ 90,000 22 $ 4,091
2016-06-06 Employer Contributions $ 175,000 22 $ 7,955
2016-06-06 Employee Contributions $ 175,000 22 $ 7,955
2016-06-03 Employer Contributions $ 5,000 22 $ 227
2016-06-03 Employee Contributions $ 5,000 22 $ 227
2016-05-23 Employer Contributions $ 100,000 22 $ 4,545
2016-05-23 Employee Contributions $ 100,000 22 $ 4,545
2016-05-17 Employer Contributions $ 40,000 22 $ 1,818
2016-05-17 Employee Contributions $ 40,000 22 $ 1,818
2016-05-04 Employer Contributions $ 100,000 22 $ 4,545
2016-05-04 Employee Contributions $ 100,000 22 $ 4,545
2016-04-29 Employer Contributions $ 20,000 22 $ 909
2016-04-29 Employee Contributions $ 20,000 22 $ 909
2016-04-28 Employer Contributions $ 12,500 22 $ 568
2016-04-28 Employee Contributions $ 12,500 22 $ 568
2016-04-01 Employer Contributions $ 13,200 22 $ 600
2016-04-01 Employee Contributions $ 13,200 22 $ 600
2016-03-31 Employer Contributions $ 15,900 22 $ 723
2016-03-31 Employee Contributions $ 15,900 22 $ 723
2015-09-04 Employer Contributions $ 30,000 17 $ 1,765
2015-09-04 Employee Contributions $ 30,000 17 $ 1,765
2015-08-12 Employer Contributions $ 45,000 17 $ 2,647
2015-08-12 Employee Contributions $ 45,000 17 $ 2,647
2015-07-13 Employer Contributions $ 50,000 17 $ 2,941
2015-07-13 Employee Contributions $ 50,000 17 $ 2,941
2015-06-24 Employer Contributions $ 50,000 17 $ 2,941
2015-06-24 Employee Contributions $ 50,000 17 $ 2,941
2015-06-19 Employer Contributions $ 60,000 17 $ 3,529
2015-06-19 Employee Contributions $ 60,000 17 $ 3,529
2015-06-12 Employer Contributions $ 5,000 17 $ 294
2015-06-12 Employee Contributions $ 5,000 17 $ 294
2015-06-09 Employer Contributions $ 7,500 17 $ 441
2015-06-09 Employee Contributions $ 7,500 17 $ 441
2015-05-21 Employer Contributions $ 70,000 17 $ 4,118
2015-05-21 Employee Contributions $ 70,000 17 $ 4,118
2015-05-08 Employer Contributions $ 50,000 17 $ 2,941
2015-05-08 Employee Contributions $ 50,000 17 $ 2,941
2015-04-20 Employer Contributions $ 16,500 17 $ 971
2015-04-20 Employee Contributions $ 16,500 17 $ 971
2015-04-09 Employer Contributions $ 16,800 17 $ 988
2015-04-09 Employee Contributions $ 16,800 17 $ 988
2015-01-20 Employer Contributions $ 35,000 17 $ 2,059
2015-01-20 Employee Contributions $ 35,000 17 $ 2,059
2014-11-26 Employer Contributions $ 30,000 24 $ 1,250
2014-11-26 Employee Contributions $ 30,000 24 $ 1,250
2014-08-29 Employer Contributions $ 20,000 24 $ 833
2014-08-29 Employee Contributions $ 20,000 24 $ 833
2014-08-07 Employer Contributions $ 50,000 24 $ 2,083
2014-08-07 Employee Contributions $ 50,000 24 $ 2,083
2014-07-28 Employer Contributions $ 7,500 24 $ 313
2014-07-28 Employee Contributions $ 7,500 24 $ 313
2014-07-08 Employer Contributions $ 50,000 24 $ 2,083
2014-07-08 Employee Contributions $ 50,000 24 $ 2,083
2014-07-02 Employer Contributions $ 95,250 24 $ 3,969
2014-07-02 Employee Contributions $ 95,250 24 $ 3,969
2014-06-30 Employer Contributions $ 5,000 24 $ 208
2014-06-30 Employee Contributions $ 5,000 24 $ 208
2014-06-27 Employer Contributions $ 5,000 24 $ 208
2014-06-27 Employee Contributions $ 5,000 24 $ 208
2014-06-16 Employer Contributions $ 50,000 24 $ 2,083
2014-06-16 Employee Contributions $ 50,000 24 $ 2,083
2014-05-05 Employer Contributions $ 70,000 24 $ 2,917
2014-05-05 Employee Contributions $ 70,000 24 $ 2,917
2014-04-14 Employer Contributions $ 18,700 24 $ 779
2014-04-14 Employee Contributions $ 18,700 24 $ 779
2014-04-11 Employer Contributions $ 18,700 24 $ 779
2014-04-11 Employee Contributions $ 18,700 24 $ 779
2014-02-19 Employer Contributions $ 100,000 24 $ 4,167
2014-02-19 Employee Contributions $ 100,000 24 $ 4,167
2014-02-10 Employer Contributions $ 50,000 24 $ 2,083
2014-02-10 Employee Contributions $ 50,000 24 $ 2,083
2013-09-12 Employer Contributions $ 175,000 24 $ 7,292
2013-09-12 Employee Contributions $ 175,000 24 $ 7,292
2013-09-11 Employer Contributions $ 25,000 24 $ 1,042
2013-09-11 Employee Contributions $ 25,000 24 $ 1,042
2013-08-12 Employer Contributions $ 10,000 24 $ 417
2013-08-12 Employee Contributions $ 10,000 24 $ 417
2013-07-18 Employer Contributions $ 25,000 24 $ 1,042
2013-07-18 Employee Contributions $ 25,000 24 $ 1,042
2013-05-29 Employer Contributions $ 10,000 24 $ 417
2013-05-29 Employee Contributions $ 10,000 24 $ 417
2013-05-15 Employer Contributions $ 34,000 24 $ 1,417
2013-05-15 Employee Contributions $ 34,000 24 $ 1,417
2013-05-06 Employer Contributions $ 50,000 24 $ 2,083
2013-05-06 Employee Contributions $ 50,000 24 $ 2,083
2013-04-08 Employer Contributions $ 55,000 24 $ 2,292
2013-04-08 Employee Contributions $ 55,000 24 $ 2,292
2013-03-18 Employer Contributions $ 7,500 24 $ 313
2013-03-18 Employee Contributions $ 7,500 24 $ 313
2013-03-11 Employer Contributions $ 19,800 24 $ 825
2013-03-11 Employee Contributions $ 19,800 24 $ 825
2012-09-10 Employer Contributions $ 264,500 1 $ 264,500
2012-09-10 Employee Contributions $ 264,500 1 $ 264,500
2012-08-28 Employer Contributions $ 2,500 1 $ 2,500
2012-08-28 Employee Contributions $ 2,500 1 $ 2,500
2012-06-18 Employer Contributions $ 7,500 1 $ 7,500
2012-06-18 Employee Contributions $ 7,500 1 $ 7,500
2012-06-15 Employer Contributions $ 174,651 1 $ 174,651
2012-06-15 Employee Contributions $ 174,651 1 $ 174,651
2012-05-30 Employer Contributions $ 10,000 1 $ 10,000
2012-05-30 Employee Contributions $ 10,000 1 $ 10,000
2012-02-28 Employer Contributions $ 16,500 1 $ 16,500
2012-02-28 Employee Contributions $ 16,500 1 $ 16,500
2012-02-27 Employer Contributions $ 28,700 1 $ 28,700
2012-02-27 Employee Contributions $ 28,700 1 $ 28,700
2012-02-17 Employer Contributions $ 10,000 1 $ 10,000
2012-02-17 Employee Contributions $ 10,000 1 $ 10,000
2011-09-13 Employer Contributions $ 225,000 21 $ 10,714
2011-09-13 Employee Contributions $ 225,000 21 $ 10,714
2011-09-06 Employer Contributions $ 2,500 21 $ 119
2011-09-06 Employee Contributions $ 2,500 21 $ 119
2011-08-29 Employer Contributions $ 45,000 21 $ 2,143
2011-08-29 Employee Contributions $ 45,000 21 $ 2,143
2011-07-20 Employer Contributions $ 300,000 21 $ 14,286
2011-07-20 Employee Contributions $ 300,000 21 $ 14,286
2011-06-20 Employer Contributions $ 10,000 21 $ 476
2011-06-20 Employee Contributions $ 10,000 21 $ 476
2011-06-13 Employer Contributions $ 2,500 21 $ 119
2011-06-13 Employee Contributions $ 2,500 21 $ 119
2011-06-09 Employer Contributions $ 1,100 21 $ 52
2011-06-09 Employee Contributions $ 1,100 21 $ 52
2011-03-03 Employer Contributions $ 7,500 21 $ 357
2011-03-03 Employee Contributions $ 7,500 21 $ 357
2011-03-02 Employer Contributions $ 7,500 21 $ 357
2011-03-02 Employee Contributions $ 7,500 21 $ 357
2011-02-25 Employer Contributions $ 15,400 21 $ 733
2011-02-25 Employee Contributions $ 15,400 21 $ 733
2011-02-24 Employer Contributions $ 16,500 21 $ 786
2011-02-24 Employee Contributions $ 16,500 21 $ 786
2010-09-15 Employer Contributions $ 2,050 18 $ 114
2010-09-15 Employee Contributions $ 2,050 18 $ 114
2010-06-24 Employer Contributions $ 286,000 18 $ 15,889
2010-06-24 Employee Contributions $ 286,000 18 $ 15,889
2010-06-15 Employer Contributions $ 5,000 18 $ 278
2010-06-15 Employee Contributions $ 5,000 18 $ 278
2010-03-10 Employer Contributions $ 8,600 18 $ 478
2010-03-10 Employee Contributions $ 8,600 18 $ 478
2010-03-01 Employer Contributions $ 14,300 18 $ 794
2010-03-01 Employee Contributions $ 14,300 18 $ 794

Date	Type of contribution	Contribution	Number of participants/employees	Average contribution per participant
2016-09-12	Employer Contributions	$ 7,000	22	$ 318
2016-09-12	Employee Contributions	$ 7,000	22	$ 318
2016-09-07	Employer Contributions	$ 95,000	22	$ 4,318
2016-09-07	Employee Contributions	$ 95,000	22	$ 4,318
2016-08-03	Employer Contributions	$ 30,000	22	$ 1,364
2016-08-03	Employee Contributions	$ 30,000	22	$ 1,364
2016-07-21	Employer Contributions	$ 100,000	22	$ 4,545
2016-07-21	Employee Contributions	$ 100,000	22	$ 4,545
2016-06-28	Employer Contributions	$ 90,000	22	$ 4,091
2016-06-28	Employee Contributions	$ 90,000	22	$ 4,091
2016-06-06	Employer Contributions	$ 175,000	22	$ 7,955
2016-06-06	Employee Contributions	$ 175,000	22	$ 7,955
2016-06-03	Employer Contributions	$ 5,000	22	$ 227
2016-06-03	Employee Contributions	$ 5,000	22	$ 227
2016-05-23	Employer Contributions	$ 100,000	22	$ 4,545
2016-05-23	Employee Contributions	$ 100,000	22	$ 4,545
2016-05-17	Employer Contributions	$ 40,000	22	$ 1,818
2016-05-17	Employee Contributions	$ 40,000	22	$ 1,818
2016-05-04	Employer Contributions	$ 100,000	22	$ 4,545
2016-05-04	Employee Contributions	$ 100,000	22	$ 4,545
2016-04-29	Employer Contributions	$ 20,000	22	$ 909
2016-04-29	Employee Contributions	$ 20,000	22	$ 909
2016-04-28	Employer Contributions	$ 12,500	22	$ 568
2016-04-28	Employee Contributions	$ 12,500	22	$ 568
2016-04-01	Employer Contributions	$ 13,200	22	$ 600
2016-04-01	Employee Contributions	$ 13,200	22	$ 600
2016-03-31	Employer Contributions	$ 15,900	22	$ 723
2016-03-31	Employee Contributions	$ 15,900	22	$ 723
2015-09-04	Employer Contributions	$ 30,000	17	$ 1,765
2015-09-04	Employee Contributions	$ 30,000	17	$ 1,765
2015-08-12	Employer Contributions	$ 45,000	17	$ 2,647
2015-08-12	Employee Contributions	$ 45,000	17	$ 2,647
2015-07-13	Employer Contributions	$ 50,000	17	$ 2,941
2015-07-13	Employee Contributions	$ 50,000	17	$ 2,941
2015-06-24	Employer Contributions	$ 50,000	17	$ 2,941
2015-06-24	Employee Contributions	$ 50,000	17	$ 2,941
2015-06-19	Employer Contributions	$ 60,000	17	$ 3,529
2015-06-19	Employee Contributions	$ 60,000	17	$ 3,529
2015-06-12	Employer Contributions	$ 5,000	17	$ 294
2015-06-12	Employee Contributions	$ 5,000	17	$ 294
2015-06-09	Employer Contributions	$ 7,500	17	$ 441
2015-06-09	Employee Contributions	$ 7,500	17	$ 441
2015-05-21	Employer Contributions	$ 70,000	17	$ 4,118
2015-05-21	Employee Contributions	$ 70,000	17	$ 4,118
2015-05-08	Employer Contributions	$ 50,000	17	$ 2,941
2015-05-08	Employee Contributions	$ 50,000	17	$ 2,941
2015-04-20	Employer Contributions	$ 16,500	17	$ 971
2015-04-20	Employee Contributions	$ 16,500	17	$ 971
2015-04-09	Employer Contributions	$ 16,800	17	$ 988
2015-04-09	Employee Contributions	$ 16,800	17	$ 988
2015-01-20	Employer Contributions	$ 35,000	17	$ 2,059
2015-01-20	Employee Contributions	$ 35,000	17	$ 2,059
2014-11-26	Employer Contributions	$ 30,000	24	$ 1,250
2014-11-26	Employee Contributions	$ 30,000	24	$ 1,250
2014-08-29	Employer Contributions	$ 20,000	24	$ 833
2014-08-29	Employee Contributions	$ 20,000	24	$ 833
2014-08-07	Employer Contributions	$ 50,000	24	$ 2,083
2014-08-07	Employee Contributions	$ 50,000	24	$ 2,083
2014-07-28	Employer Contributions	$ 7,500	24	$ 313
2014-07-28	Employee Contributions	$ 7,500	24	$ 313
2014-07-08	Employer Contributions	$ 50,000	24	$ 2,083
2014-07-08	Employee Contributions	$ 50,000	24	$ 2,083
2014-07-02	Employer Contributions	$ 95,250	24	$ 3,969
2014-07-02	Employee Contributions	$ 95,250	24	$ 3,969
2014-06-30	Employer Contributions	$ 5,000	24	$ 208
2014-06-30	Employee Contributions	$ 5,000	24	$ 208
2014-06-27	Employer Contributions	$ 5,000	24	$ 208
2014-06-27	Employee Contributions	$ 5,000	24	$ 208
2014-06-16	Employer Contributions	$ 50,000	24	$ 2,083
2014-06-16	Employee Contributions	$ 50,000	24	$ 2,083
2014-05-05	Employer Contributions	$ 70,000	24	$ 2,917
2014-05-05	Employee Contributions	$ 70,000	24	$ 2,917
2014-04-14	Employer Contributions	$ 18,700	24	$ 779
2014-04-14	Employee Contributions	$ 18,700	24	$ 779
2014-04-11	Employer Contributions	$ 18,700	24	$ 779
2014-04-11	Employee Contributions	$ 18,700	24	$ 779
2014-02-19	Employer Contributions	$ 100,000	24	$ 4,167
2014-02-19	Employee Contributions	$ 100,000	24	$ 4,167
2014-02-10	Employer Contributions	$ 50,000	24	$ 2,083
2014-02-10	Employee Contributions	$ 50,000	24	$ 2,083
2013-09-12	Employer Contributions	$ 175,000	24	$ 7,292
2013-09-12	Employee Contributions	$ 175,000	24	$ 7,292
2013-09-11	Employer Contributions	$ 25,000	24	$ 1,042
2013-09-11	Employee Contributions	$ 25,000	24	$ 1,042
2013-08-12	Employer Contributions	$ 10,000	24	$ 417
2013-08-12	Employee Contributions	$ 10,000	24	$ 417
2013-07-18	Employer Contributions	$ 25,000	24	$ 1,042
2013-07-18	Employee Contributions	$ 25,000	24	$ 1,042
2013-05-29	Employer Contributions	$ 10,000	24	$ 417
2013-05-29	Employee Contributions	$ 10,000	24	$ 417
2013-05-15	Employer Contributions	$ 34,000	24	$ 1,417
2013-05-15	Employee Contributions	$ 34,000	24	$ 1,417
2013-05-06	Employer Contributions	$ 50,000	24	$ 2,083
2013-05-06	Employee Contributions	$ 50,000	24	$ 2,083
2013-04-08	Employer Contributions	$ 55,000	24	$ 2,292
2013-04-08	Employee Contributions	$ 55,000	24	$ 2,292
2013-03-18	Employer Contributions	$ 7,500	24	$ 313
2013-03-18	Employee Contributions	$ 7,500	24	$ 313
2013-03-11	Employer Contributions	$ 19,800	24	$ 825
2013-03-11	Employee Contributions	$ 19,800	24	$ 825
2012-09-10	Employer Contributions	$ 264,500	1	$ 264,500
2012-09-10	Employee Contributions	$ 264,500	1	$ 264,500
2012-08-28	Employer Contributions	$ 2,500	1	$ 2,500
2012-08-28	Employee Contributions	$ 2,500	1	$ 2,500
2012-06-18	Employer Contributions	$ 7,500	1	$ 7,500
2012-06-18	Employee Contributions	$ 7,500	1	$ 7,500
2012-06-15	Employer Contributions	$ 174,651	1	$ 174,651
2012-06-15	Employee Contributions	$ 174,651	1	$ 174,651
2012-05-30	Employer Contributions	$ 10,000	1	$ 10,000
2012-05-30	Employee Contributions	$ 10,000	1	$ 10,000
2012-02-28	Employer Contributions	$ 16,500	1	$ 16,500
2012-02-28	Employee Contributions	$ 16,500	1	$ 16,500
2012-02-27	Employer Contributions	$ 28,700	1	$ 28,700
2012-02-27	Employee Contributions	$ 28,700	1	$ 28,700
2012-02-17	Employer Contributions	$ 10,000	1	$ 10,000
2012-02-17	Employee Contributions	$ 10,000	1	$ 10,000
2011-09-13	Employer Contributions	$ 225,000	21	$ 10,714
2011-09-13	Employee Contributions	$ 225,000	21	$ 10,714
2011-09-06	Employer Contributions	$ 2,500	21	$ 119
2011-09-06	Employee Contributions	$ 2,500	21	$ 119
2011-08-29	Employer Contributions	$ 45,000	21	$ 2,143
2011-08-29	Employee Contributions	$ 45,000	21	$ 2,143
2011-07-20	Employer Contributions	$ 300,000	21	$ 14,286
2011-07-20	Employee Contributions	$ 300,000	21	$ 14,286
2011-06-20	Employer Contributions	$ 10,000	21	$ 476
2011-06-20	Employee Contributions	$ 10,000	21	$ 476
2011-06-13	Employer Contributions	$ 2,500	21	$ 119
2011-06-13	Employee Contributions	$ 2,500	21	$ 119
2011-06-09	Employer Contributions	$ 1,100	21	$ 52
2011-06-09	Employee Contributions	$ 1,100	21	$ 52
2011-03-03	Employer Contributions	$ 7,500	21	$ 357
2011-03-03	Employee Contributions	$ 7,500	21	$ 357
2011-03-02	Employer Contributions	$ 7,500	21	$ 357
2011-03-02	Employee Contributions	$ 7,500	21	$ 357
2011-02-25	Employer Contributions	$ 15,400	21	$ 733
2011-02-25	Employee Contributions	$ 15,400	21	$ 733
2011-02-24	Employer Contributions	$ 16,500	21	$ 786
2011-02-24	Employee Contributions	$ 16,500	21	$ 786
2010-09-15	Employer Contributions	$ 2,050	18	$ 114
2010-09-15	Employee Contributions	$ 2,050	18	$ 114
2010-06-24	Employer Contributions	$ 286,000	18	$ 15,889
2010-06-24	Employee Contributions	$ 286,000	18	$ 15,889
2010-06-15	Employer Contributions	$ 5,000	18	$ 278
2010-06-15	Employee Contributions	$ 5,000	18	$ 278
2010-03-10	Employer Contributions	$ 8,600	18	$ 478
2010-03-10	Employee Contributions	$ 8,600	18	$ 478
2010-03-01	Employer Contributions	$ 14,300	18	$ 794
2010-03-01	Employee Contributions	$ 14,300	18	$ 794

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