2023 Form 5500 filing — Grebb, Johnson, Reed & Wachsmith 401k 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 20240806161200NAL0002707393001) for Grebb, Johnson, Reed & Wachsmith 401k Plan, reported by Grebb Johnson Reed & Wachsmith, Llp under EIN 91-1278027 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240806161200NAL0002707393001
Filing year
2023
Form type
2
Plan sponsor
Grebb Johnson Reed & Wachsmith, Llp
EIN
91-1278027
Plan number
001
Location
Ellensburg, WA
Participants
14
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,155,046
Net assets (EOY)
$5,155,046
Employer contributions
$38,523
Participant contributions
$148,012
Total income / additions
$1,170,150
Benefits paid
$28,840
Total expenses
$28,840
Net increase / (decrease)
$1,141,310
Schedule source
Schedule I

Related Form 5500 pages