2023 Form 5500 filing — Grefco Minerals Inc Pension Plan For Non-Salaried
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 20240726094607NAL0015242993005) for Grefco Minerals Inc Pension Plan For Non-Salaried, reported by Grefco Minerals Inc Barbara Hladik under EIN 95-4554878 and plan number 008. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726094607NAL0015242993005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grefco Minerals Inc Barbara Hladik
- EIN
- 95-4554878
- Plan number
- 008
- Location
- Conshohocken, PA
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,299,577
- Total liabilities (EOY)
- $13,500
- Net assets (EOY)
- $4,286,077
- Total income / additions
- $591,803
- Benefits paid
- $212,916
- Administrative expenses
- $54,211
- Total expenses
- $267,127
- Net increase / (decrease)
- $324,676
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Definiti Retirement Plan Services | NONE | $27,270 | not reported in the loaded dataset |
| Morison Cogen | NONE | $13,000 | not reported in the loaded dataset |
| Reliance Trust Company | NONE | $5,493 | not reported in the loaded dataset |