2023 Form 5500 filing — Grote Industries Savings 401(K) And Salaried Employees 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 20240927130406NAL0003800896001) for Grote Industries Savings 401(K) And Salaried Employees Retirement Plan, reported by Grote Industries, Inc. under EIN 35-1048175 and plan number 003. It reports 334 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)$53.6MReported net assets$53,613,736

Participants334

Provider compensation$72.8K2 Schedule C row(s)$72,755

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240927130406NAL0003800896001
Plan sponsor: Grote Industries, Inc.
EIN: 35-1048175
Plan number: 003
Location: Madison, IN
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)$53.6M total assets

Net assets$53.6MLiabilities$0

Money in vs. money out

Total income / additions$14.4M

Total expenses$3.2M

Benefits paid / distributions$3.2M

Contributions

Employer$1.1M

Participant$2.2M

Full reported line items

Total assets (EOY): $53,613,736
Total liabilities (EOY): $0
Net assets (EOY): $53,613,736
Employer contributions: $1,137,732
Participant contributions: $2,203,102
Total income / additions: $14,405,546
Benefits paid: $3,176,489
Administrative expenses: $72,756
Total expenses: $3,249,245
Net increase / (decrease): $11,156,301

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$72.8K
CONTRACT ADMINISTRATOR · Direct $72.8K · Indirect $0
2
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927130406NAL0003800896001 cover?: It is the 2023 Form 5500 filing for Grote Industries Savings 401(K) And Salaried Employees Retirement Plan, reported by Grote Industries, Inc. (EIN 35-1048175).
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).