2023 Form 5500 filing — Gracent, LLC 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 20241002160102NAL0009098977001) for Gracent, LLC 401(K) Plan, reported by Gracent, LLC under EIN 87-2977387 and plan number 001. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241002160102NAL0009098977001
Filing year
2023
Form type
2
Plan sponsor
Gracent, LLC
EIN
87-2977387
Plan number
001
Location
Des Plaines, IL
Participants
280
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,547,691
Net assets (EOY)
$3,547,691
Employer contributions
$228,059
Participant contributions
$344,802
Total income / additions
$1,111,738
Benefits paid
$195,136
Administrative expenses
$23,425
Total expenses
$218,561
Net increase / (decrease)
$893,177
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$23,438$0
Geneos Wealth Management IncINVESTMENT ADVISORY$0$14,343
Morningstar Investment ManagementINV ADV, PARTICIPANTS$0$0

Related Form 5500 pages