2023 Form 5500 filing — Gramly & Associates Inc Retirement Paln
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240317130006NAL0006730898001) for Gramly & Associates Inc Retirement Paln, reported by Gramly And Associates, Inc under EIN 39-1819246 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240317130006NAL0006730898001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gramly And Associates, Inc
- EIN
- 39-1819246
- Plan number
- 001
- Location
- Delavan, WI
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,850
- Net assets (EOY)
- $103,850
- Total income / additions
- $18,498
- Benefits paid
- $7,500
- Total expenses
- $27,897
- Net increase / (decrease)
- -$9,399
- Schedule source
- Schedule I