How many benefit plans does J. E. Grote Company, Inc. report on Form 5500?

J. E. Grote Company, Inc. (EIN 31-0812680) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for J. E. Grote Company, Inc.?

The Employer Identification Number (EIN) reported for J. E. Grote Company, Inc. is 31-0812680.

What is the latest Form 5500 filing year for J. E. Grote Company, Inc.?

The latest loaded Form 5500 filing year for J. E. Grote Company, Inc. is 2023.

J. E. Grote Company, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, J. E. Grote Company, Inc. (EIN 31-0812680) is a plan sponsor located in Columbus, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 31-0812680
Location: Columbus, OH
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $22,815,675
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $22,815,675

Contributions & income

Employer contributions: $612,121
Participant contributions: $1,607,078
Total income / additions: $5,399,383

Expenses & distributions

Benefits paid / distributions: $1,413,800
Total expenses: $1,491,185
Net increase / (decrease): $3,908,198

Coverage

Total reported participants: 592
Plans with financial statements: 1
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

J. E. Grote Company, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
J. E. Grote Company 401(K) Profit Sharing Plan	001	320	$22,815,675	2023
J. E. Grote Company, Inc. Welfare Benefit Plan	501	272	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for J. E. Grote Company, Inc.
Year	Plan	Participants	Schedules	Filing
2023	J. E. Grote Company, Inc. Welfare Benefit Plan	272	C	20240917100818NAL0002740929001
2023	J. E. Grote Company 401(K) Profit Sharing Plan	320	H, C	20241015154829NAL0058534386001