2023 Form 5500 filing — Groves Academy Defined Contribution 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 20240918153008NAL0004552913001) for Groves Academy Defined Contribution Retirement Plan, reported by Groves Academy under EIN 41-0979871 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.2MReported net assets$11,152,359
Participants172
Provider compensation$60.7K3 Schedule C row(s)$60,719
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240918153008NAL0004552913001
Plan sponsor
Groves Academy
EIN
41-0979871
Plan number
001
Location
St. Louis Park, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$387.2K
Participant$934.9K
Full reported line items
Total assets (EOY)
$11,152,359
Total liabilities (EOY)
$0
Net assets (EOY)
$11,152,359
Employer contributions
$387,151
Participant contributions
$934,854
Total income / additions
$2,719,398
Benefits paid
$1,666,632
Administrative expenses
$60,715
Total expenses
$1,727,347
Net increase / (decrease)
$992,051
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $29.2K · Indirect $0
  2. 2
    Lurie Llp$18.1K
    ACCOUNTANT · Direct $18.1K
  3. 3
    INVESTMENT ADVISORY · Direct $13.4K · Indirect $4

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918153008NAL0004552913001 cover?
It is the 2023 Form 5500 filing for Groves Academy Defined Contribution Retirement Plan, reported by Groves Academy (EIN 41-0979871).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages