2023 Form 5500 filing — Wayne J. Griffin Electric, Inc. 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 20241010074103NAL0019760129001) for Wayne J. Griffin Electric, Inc. Retirement Savings Plan, reported by Wayne J. Griffin Electric, Inc under EIN 04-2650465 and plan number 001. It reports 1,525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010074103NAL0019760129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wayne J. Griffin Electric, Inc
- EIN
- 04-2650465
- Plan number
- 001
- Location
- Holliston, MA
- Participants
- 1,525
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $190,898,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $190,898,642
- Employer contributions
- $3,267,120
- Participant contributions
- $10,948,252
- Total income / additions
- $43,871,943
- Benefits paid
- $7,423,858
- Administrative expenses
- $63,151
- Total expenses
- $7,538,502
- Net increase / (decrease)
- $36,333,441
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities | ADVISOR | $45,338 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $36,351 | not reported in the loaded dataset |
| Citrin Cooperman | ACCOUNTANT/AUDITOR | $16,251 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$34,788 | $0 |