2023 Form 5500 filing — Grimm Vranjes Greer Stephan & Bridgman Llp 401k 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 20241003125813NAL0004871283001) for Grimm Vranjes Greer Stephan & Bridgman Llp 401k Plan, reported by Grimm Vranjes Greer Stephan & Bridgman Llp under EIN 33-0182728 and plan number 001. It reports 33 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.7MReported net assets$9,736,233
Participants33
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241003125813NAL0004871283001
Plan sponsor
Grimm Vranjes Greer Stephan & Bridgman Llp
EIN
33-0182728
Plan number
001
Location
San Diego, CA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$9.7M total assets
Net assets$9.7MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$79K
Benefits paid / distributions$57.7K
Contributions
Employer$62.1K
Participant$166.3K
Full reported line items
Total assets (EOY)
$9,736,233
Total liabilities (EOY)
$0
Net assets (EOY)
$9,736,233
Employer contributions
$62,060
Participant contributions
$166,264
Total income / additions
$1,926,943
Benefits paid
$57,725
Administrative expenses
$21,323
Total expenses
$79,048
Net increase / (decrease)
$1,847,895

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003125813NAL0004871283001 cover?
It is the 2023 Form 5500 filing for Grimm Vranjes Greer Stephan & Bridgman Llp 401k Plan, reported by Grimm Vranjes Greer Stephan & Bridgman Llp (EIN 33-0182728).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages