2023 Form 5500 filing — Grassroots Solutions 401(K) 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 20240711091503NAL0034611106001) for Grassroots Solutions 401(K) Plan, reported by Grassroots Solutions under EIN 39-1962008 and plan number 001. It reports 32 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.4MReported net assets$4,425,217
Participants32
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240711091503NAL0034611106001
Plan sponsor
Grassroots Solutions
EIN
39-1962008
Plan number
001
Location
Minneapolis, MN
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)$4.4M total assets
Net assets$4.4MLiabilities$0
Money in vs. money out
Total income / additions$987.5K
Total expenses$729.5K
Benefits paid / distributions$729.1K
Contributions
Employer$91.7K
Participant$241K
Full reported line items
Total assets (EOY)
$4,425,217
Total liabilities (EOY)
$0
Net assets (EOY)
$4,425,217
Employer contributions
$91,732
Participant contributions
$241,028
Total income / additions
$987,533
Benefits paid
$729,099
Administrative expenses
$380
Total expenses
$729,479
Net increase / (decrease)
$258,054

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240711091503NAL0034611106001 cover?
It is the 2023 Form 5500 filing for Grassroots Solutions 401(K) Plan, reported by Grassroots Solutions (EIN 39-1962008).
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