2023 Form 5500 filing — Griffis Residential 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 20241010171941NAL0034851728001) for Griffis Residential 401(K) Plan, reported by Griffis Group Of Companies LLC under EIN 43-2069525 and plan number 001. It reports 298 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)$12.4MReported net assets$12,388,724
Participants298
Provider compensation$87.2K4 Schedule C row(s)$87,191
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010171941NAL0034851728001
Plan sponsor
Griffis Group Of Companies LLC
EIN
43-2069525
Plan number
001
Location
Greenwood Village, CO
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)$12.4M total assets
Net assets$12.4MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$563.3K
Benefits paid / distributions$476.1K
Contributions
Employer$784.2K
Participant$1.4M
Full reported line items
Total assets (EOY)
$12,388,724
Total liabilities (EOY)
$0
Net assets (EOY)
$12,388,724
Employer contributions
$784,199
Participant contributions
$1,381,830
Total income / additions
$4,123,946
Benefits paid
$476,065
Administrative expenses
$87,191
Total expenses
$563,256
Net increase / (decrease)
$3,560,690
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $38.6K
  2. 2
    RECORDKEEPER · Direct $35.5K · Indirect $0
  3. 3
    OTHER · Direct $8.6K
  4. 4
    INVESTMENT MGMT · Direct $4.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010171941NAL0034851728001 cover?
It is the 2023 Form 5500 filing for Griffis Residential 401(K) Plan, reported by Griffis Group Of Companies LLC (EIN 43-2069525).
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).

Related Form 5500 pages