2023 Form 5500 filing — Griswold Industries 401(K) Profit Sharing 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 20240913150812NAL0016465488001) for Griswold Industries 401(K) Profit Sharing Retirement Plan, reported by Griswold Industries under EIN 95-1717422 and plan number 001. It reports 563 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913150812NAL0016465488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Griswold Industries
- EIN
- 95-1717422
- Plan number
- 001
- Location
- Costa Mesa, CA
- Participants
- 563
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,454,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,454,080
- Employer contributions
- $890,412
- Participant contributions
- $3,157,579
- Total income / additions
- $11,115,535
- Benefits paid
- $3,408,107
- Administrative expenses
- $21,221
- Total expenses
- $3,431,085
- Net increase / (decrease)
- $7,684,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,221 | $0 |
| Principal Securities Inc | OTHER SERVICES | $0 | $1,085 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |