2023 Form 5500 filing — John C. Grimberg Co. Inc. 401(K) Retirement Savings 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 20241002153835NAL0015504784001) for John C. Grimberg Co. Inc. 401(K) Retirement Savings Plan, reported by John C. Grimberg Co. Inc. under EIN 52-0655642 and plan number 002. It reports 146 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)$20.4MReported net assets$20,445,690

Participants146

Provider compensation$12.4K3 Schedule C row(s)$12,440

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241002153835NAL0015504784001
Plan sponsor: John C. Grimberg Co. Inc.
EIN: 52-0655642
Plan number: 002
Location: Rockville, MD
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)$20.4M total assets

Net assets$20.4MLiabilities$0

Money in vs. money out

Total income / additions$4M

Total expenses$815.3K

Benefits paid / distributions$805.5K

Contributions

Employer$228.7K

Participant$865.5K

Full reported line items

Total assets (EOY): $20,445,690
Total liabilities (EOY): $0
Net assets (EOY): $20,445,690
Employer contributions: $228,681
Participant contributions: $865,499
Total income / additions: $3,951,071
Benefits paid: $805,504
Administrative expenses: $9,797
Total expenses: $815,301
Net increase / (decrease): $3,135,770

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$9.8K
CONTRACT ADMINISTRATOR · Direct $9.8K · Indirect $0
2
S B H U Life Agency Inc$2.6K
OTHER SERVICES · Direct $0 · Indirect $2.6K
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002153835NAL0015504784001 cover?: It is the 2023 Form 5500 filing for John C. Grimberg Co. Inc. 401(K) Retirement Savings Plan, reported by John C. Grimberg Co. Inc. (EIN 52-0655642).
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).