2023 Form 5500 filing — Griffin & Howe Inc 401(K) Profit Sharing Plan & Trust

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 20241010131327NAL0020123617001) for Griffin & Howe Inc 401(K) Profit Sharing Plan & Trust, reported by Griffin & Howe Inc under EIN 13-2876682 and plan number 001. It reports 172 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)$4.1MReported net assets$4,066,332

Participants172

Provider compensation$18.2K2 Schedule C row(s)$18,177

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010131327NAL0020123617001
Plan sponsor: Griffin & Howe Inc
EIN: 13-2876682
Plan number: 001
Location: Andover, NJ
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)$4.1M total assets

Net assets$4.1MLiabilities$0

Money in vs. money out

Total income / additions$1.3M

Total expenses$80.2K

Benefits paid / distributions$61.6K

Contributions

Employer$255.6K

Participant$406.1K

Full reported line items

Total assets (EOY): $4,066,332
Total liabilities (EOY): $0
Net assets (EOY): $4,066,332
Employer contributions: $255,565
Participant contributions: $406,145
Total income / additions: $1,339,123
Benefits paid: $61,612
Administrative expenses: $18,606
Total expenses: $80,218
Net increase / (decrease): $1,258,905

Schedule C

Reported service provider compensation

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

1
Paychex, Inc.$10.8K
RECORDKEEPER · Direct $10.8K
2
Merrill Lynch, Pierce, Fenner$7.4K
INVESTMENT ADVISORY PLAN · Direct $7.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010131327NAL0020123617001 cover?: It is the 2023 Form 5500 filing for Griffin & Howe Inc 401(K) Profit Sharing Plan & Trust, reported by Griffin & Howe Inc (EIN 13-2876682).
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).