2023 Form 5500 filing — Grimmway Enterprises 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 20241008111406NAL0029636560001) for Grimmway Enterprises 401(K) Plan, reported by Grimmway Enterprises, Inc. under EIN 77-0325482 and plan number 002. It reports 2,396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008111406NAL0029636560001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grimmway Enterprises, Inc.
- EIN
- 77-0325482
- Plan number
- 002
- Location
- Arvin, CA
- Participants
- 2,396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,679,071
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,679,071
- Employer contributions
- $1,194,407
- Participant contributions
- $2,715,963
- Total income / additions
- $13,468,123
- Benefits paid
- $4,200,680
- Administrative expenses
- $214,206
- Total expenses
- $4,414,886
- Net increase / (decrease)
- $9,053,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $143,755 | $0 |
| Morgan Stanley - Advisory Fee Billi | CONSULTANT | $70,383 | not reported in the loaded dataset |