2023 Form 5500 filing — Grande Aire Services 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 20240821121404NAL0002375459001) for Grande Aire Services Inc 401 K Profit Sharing Plan Trust, reported by Grande Aire Services Inc under EIN 65-0338612 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821121404NAL0002375459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grande Aire Services Inc
- EIN
- 65-0338612
- Plan number
- 001
- Location
- Boca Grande, FL
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,955,549
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,955,549
- Employer contributions
- $186,600
- Participant contributions
- $403,384
- Total income / additions
- $1,421,199
- Benefits paid
- $268,596
- Administrative expenses
- $38,975
- Total expenses
- $314,930
- Net increase / (decrease)
- $1,106,269
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER INVESTMENT | $32,468 | $0 |
| Merrill Lynch Pierce Fenner Smith | INVESTMENT ADVISOR | $24,107 | not reported in the loaded dataset |
| Kb Pension Services Inc | TPA | $6,007 | $3,407 |