Fidelity bond in place
Yes
Filing
Grogan & Company 401K Plan
Grogan & Company • EIN 04-2970560 • Plan year 2000
Filing Insights
Participants
Down5 → 4
-1 • -20.00%
Assets
Up$257,248 → $294,332
$37,084 • 14.42%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
Context- Net investment result
- $37,084
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Yes
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| Grogan & Company 401K Plan | - | 0 | - | - | - |
| 2002 | 1 | 3 | $268,041 | $31,881 | $10,627iApproximate average salary by contribution assumption: employee only about $265,675 at 4% or $177,117 at 6%; with 50% employer match about $177,117 at 4% or $118,078 at 6%; with 100% employer match about $132,838 at 4% or $88,558 at 6%. |
| Grogan & Company 401K Plan | - | 3 | $268,041 | $31,881 | $10,627iApproximate average salary by contribution assumption: employee only about $265,675 at 4% or $177,117 at 6%; with 50% employer match about $177,117 at 4% or $118,078 at 6%; with 100% employer match about $132,838 at 4% or $88,558 at 6%. |
| 2001 | 1 | 3 | $290,619 | $27,526 | $9,175iApproximate average salary by contribution assumption: employee only about $229,383 at 4% or $152,922 at 6%; with 50% employer match about $152,922 at 4% or $101,948 at 6%; with 100% employer match about $114,692 at 4% or $76,461 at 6%. |
| Grogan & Company 401K Plan | - | 3 | $290,619 | $27,526 | $9,175iApproximate average salary by contribution assumption: employee only about $229,383 at 4% or $152,922 at 6%; with 50% employer match about $152,922 at 4% or $101,948 at 6%; with 100% employer match about $114,692 at 4% or $76,461 at 6%. |
| 2000 | 1 | 4 | $294,332 | $38,681 | $9,670iApproximate average salary by contribution assumption: employee only about $241,756 at 4% or $161,171 at 6%; with 50% employer match about $161,171 at 4% or $107,447 at 6%; with 100% employer match about $120,878 at 4% or $80,585 at 6%. |
| Grogan & Company 401K Plan | Current | 4 | $294,332 | $38,681 | $9,670iApproximate average salary by contribution assumption: employee only about $241,756 at 4% or $161,171 at 6%; with 50% employer match about $161,171 at 4% or $107,447 at 6%; with 100% employer match about $120,878 at 4% or $80,585 at 6%. |
| 1999 | 1 | 3 | $257,248 | $32,936 | $10,979iApproximate average salary by contribution assumption: employee only about $274,467 at 4% or $182,978 at 6%; with 50% employer match about $182,978 at 4% or $121,985 at 6%; with 100% employer match about $137,233 at 4% or $91,489 at 6%. |
| Grogan & Company 401K Plan | - | 3 | $257,248 | $32,936 | $10,979iApproximate average salary by contribution assumption: employee only about $274,467 at 4% or $182,978 at 6%; with 50% employer match about $182,978 at 4% or $121,985 at 6%; with 100% employer match about $137,233 at 4% or $91,489 at 6%. |
Schedule Details
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$294,332$37,084 change
Balance Sheet
Beginning and end of plan year.
Total assets$257,248$294,332Increase +$37,084 (14.42%)
Total liabilities$0$0No change $0
Net assets$257,248$294,332Increase +$37,084 (14.42%)
Contributions
Employer contributions$16,578
Participant contributions$22,103
Other contributions$0
Income & Expenses
Total income$37,084
Total expenses$0
Net income$37,084
Source fields
- Schedule I source fields
- Filing Id
- 84037347318021
- Schedule I EIN
- 04-2970560
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2000-01-01
- Schedule I Tax Period
- 20001231
- Small plan total assets at beginning of year
- $257,248
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $257,248
- Small plan total assets at end of year
- $294,332
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $294,332
- Small plan employer contributions
- $16,578
- Small plan participant contributions
- $22,103
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-1,597
- Small plan total income
- $37,084
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $0
- Small plan net income or loss
- $37,084
- Small Total Plan Transfers Amount
- $0
- Small Joint Venture End of year Indicator
- No
- Small Joint Venture End of year Amount
- $0
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 2
- Small Investment Real Est End of year A
- 0
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- No
- Small Mortg Participants End of year Amount
- $0
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- Small Personal Prop End of year Indicator
- No
- Small Personal Prop End of year Amount
- $0
- Small Fail Xmt Ctb I
- 2
- Small Fail Xmt Ctb A
- 0
- Small plan participant loans in default
- No
- Small Loans In Default Amount
- $0
- Small plan leases in default
- No
- Small Leases In Default Amount
- $0
- Small Pt In Interest Not Reported I
- 2
- Small Pt In Interest Not Reported A
- 0
- Small plan fidelity bond in place
- Yes
- Small plan fidelity bond amount
- $3,000
- Small plan loss discovered during year
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small plan assets with undetermined value
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small plan non-cash contributions reported
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- Yes
- Small 20 Percent Sngl Investment Amount
- $142,678
- Small plan all plan assets distributed
- No
- Small plan resolution to terminate plan adopted
- Yes
- Small Res Terminate Plan Adpt Amount
- $0