2023 Form 5500 filing — Grs Management Associates 401(K) 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 20240909093356NAL0008917746001) for Grs Management Associates 401(K) Plan, reported by Grs Management Associates, Inc. under EIN 65-0891672 and plan number 001. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909093356NAL0008917746001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grs Management Associates, Inc.
- EIN
- 65-0891672
- Plan number
- 001
- Location
- Lake Worth, FL
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,990,329
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,990,329
- Participant contributions
- $464,323
- Total income / additions
- $723,396
- Benefits paid
- $279,443
- Administrative expenses
- $11,715
- Total expenses
- $291,158
- Net increase / (decrease)
- $432,238
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment & Advisory Svcs | ADVISOR | $0 | $8,811 |
| Cbiz Benefits & Ins Services Inc | TPA | $0 | $841 |