2023 Form 5500 filing — Grote Enterprises, LLC Retirement Savings 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 20240830143906NAL0027018016001) for Grote Enterprises, LLC Retirement Savings Plan, reported by Grote Enterprises, LLC under EIN 31-1575000 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830143906NAL0027018016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grote Enterprises, LLC
- EIN
- 31-1575000
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,660,039
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,660,039
- Employer contributions
- $343,999
- Participant contributions
- $945,502
- Total income / additions
- $3,208,930
- Benefits paid
- $2,575,224
- Administrative expenses
- $79,674
- Total expenses
- $2,701,999
- Net increase / (decrease)
- $506,931
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Management Trust Company | PLAN ADMINISTRATOR | $65,224 | $0 |
| Barnes Dennig & Co. | ACCOUNTANT/AUDITOR | $14,500 | not reported in the loaded dataset |