2023 Form 5500 filing — Grove Fillmore, Inc. Dba The Grove Fillmore Health And Welfare Plan

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 20240701123831NAL0003817329001) for Grove Fillmore, Inc. Dba The Grove Fillmore Health And Welfare Plan, reported by Grove Fillmore, Inc. Dba The Grove Fillmore under EIN 94-3397121 and plan number 505. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.7KReported net assets$7,743
Participants24
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240701123831NAL0003817329001
Plan sponsor
Grove Fillmore, Inc. Dba The Grove Fillmore
EIN
94-3397121
Plan number
505
Location
San Francisco, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.7K total assets
Net assets$7.7KLiabilities
Money in vs. money out
Total income / additions$0
Total expenses$2.3K
Benefits paid / distributions$0
Contributions
Employer$0
ParticipantNot reported
Full reported line items
Total assets (EOY)
$7,743
Net assets (EOY)
$7,743
Employer contributions
$0
Total income / additions
$0
Benefits paid
$0
Administrative expenses
$2,318
Total expenses
$2,318
Net increase / (decrease)
-$2,318

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240701123831NAL0003817329001 cover?
It is the 2023 Form 5500 filing for Grove Fillmore, Inc. Dba The Grove Fillmore Health And Welfare Plan, reported by Grove Fillmore, Inc. Dba The Grove Fillmore (EIN 94-3397121).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages