2023 Form 5500 filing — Grand River Medical Group Retirement 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 20240905110045NAL0011763491001) for Grand River Medical Group Retirement Plan, reported by Dubuque Internal Medicine Pc Dba Grand River Medical Group under EIN 42-0848123 and plan number 001. It reports 525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905110045NAL0011763491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dubuque Internal Medicine Pc Dba Grand River Medical Group
- EIN
- 42-0848123
- Plan number
- 001
- Location
- Dubuque, IA
- Participants
- 525
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,954,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,954,457
- Participant contributions
- $2,695,499
- Total income / additions
- $16,935,946
- Benefits paid
- $3,694,974
- Administrative expenses
- $104,379
- Total expenses
- $3,799,353
- Net increase / (decrease)
- $13,136,593
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retireright LLC | NONE | $75,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $16,257 | $0 |
| Olsen Thielen & Co., Ltd | NONE | $13,300 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $5,223 | $0 |