2023 Form 5500 filing — Grizzly Imports, Inc. 401(K) Profit Sharing Plan & Trust

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 20240716134953NAL0005278000001) for Grizzly Imports, Inc. 401(K) Profit Sharing Plan & Trust, reported by Grizzly Industrial, Inc. under EIN 91-1387526 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.7MReported net assets$7,685,969
Participants237
Provider compensation$25.3K2 Schedule C row(s)$25,302
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240716134953NAL0005278000001
Plan sponsor
Grizzly Industrial, Inc.
EIN
91-1387526
Plan number
001
Location
Bellingham, WA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$554K
Benefits paid / distributions$508.8K
Contributions
Employer$272.5K
Participant$605.4K
Full reported line items
Total assets (EOY)
$7,685,969
Total liabilities (EOY)
$0
Net assets (EOY)
$7,685,969
Employer contributions
$272,465
Participant contributions
$605,422
Total income / additions
$1,916,069
Benefits paid
$508,769
Administrative expenses
$25,302
Total expenses
$553,968
Net increase / (decrease)
$1,362,101
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $22.7K
  2. 2
    RECORDKEEPER · Direct $2.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240716134953NAL0005278000001 cover?
It is the 2023 Form 5500 filing for Grizzly Imports, Inc. 401(K) Profit Sharing Plan & Trust, reported by Grizzly Industrial, Inc. (EIN 91-1387526).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages