Plan5500

Grassi Advisory Group, 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, Grassi Advisory Group, Inc. (EIN 92-1479802) is a plan sponsor located in Jericho, NY 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
92-1479802
Location
Jericho, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Grassi Advisory Group, Inc.

  • 2 loaded plans hold $500K in reported assets.
  • The largest, Grassi Advisory Group Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 796 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$500KSummed across loaded plans$500,000
Total reported assets$500K$500,000
Total reported participants796
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$500K total assets
Net assets$500KLiabilities$0
Contributions & income
Employer contributions$500K
Participant contributionsNot reported
Total income / additions$500K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$500K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Grassi Advisory Group Employee Stock Ownership Plan
Participants per plan398Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Grassi Advisory Group Employee Stock Ownership Plan$500K
    Plan #001 · 441 participants · 2023
  2. 2
    Grassi Advisory Group, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 355 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Grassi Advisory Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Grassi Advisory Group Employee Stock Ownership Plan441 participants · 2Sch H
    View filing →
  2. 2023
    Grassi Advisory Group Employee Stock Ownership Plan441 participants · 2Sch H
    View filing →
  3. 2023
    Grassi Advisory Group, Inc. Health And Welfare Benefit Plan355 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Grassi Advisory Group, Inc. report on Form 5500?
Grassi Advisory Group, Inc. (EIN 92-1479802) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Grassi Advisory Group, Inc.?
The Employer Identification Number (EIN) reported for Grassi Advisory Group, Inc. is 92-1479802.
What is the latest Form 5500 filing year for Grassi Advisory Group, Inc.?
The latest loaded Form 5500 filing year for Grassi Advisory Group, Inc. is 2023.

Related Form 5500 pages