2023 Form 5500 filing — Grant & Eisenhofer, P. A. 401(K) Profit Sharing

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 20241014072825NAL0051414242001) for Grant & Eisenhofer, P. A. 401(K) Profit Sharing, reported by Grant & Eisenhofer, P.A. under EIN 52-2019724 and plan number 001. It reports 255 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)$36MReported net assets$35,980,139
Participants255
Provider compensation$6.8K2 Schedule C row(s)$6,786
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014072825NAL0051414242001
Plan sponsor
Grant & Eisenhofer, P.A.
EIN
52-2019724
Plan number
001
Location
Wilmington, DE
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)$36M total assets
Net assets$36MLiabilities$0
Money in vs. money out
Total income / additions$8.3M
Total expenses$650K
Benefits paid / distributions$633K
Contributions
Employer$519.3K
Participant$1.7M
Full reported line items
Total assets (EOY)
$35,980,139
Total liabilities (EOY)
$0
Net assets (EOY)
$35,980,139
Employer contributions
$519,318
Participant contributions
$1,699,960
Total income / additions
$8,325,384
Benefits paid
$633,037
Administrative expenses
$1,550
Total expenses
$650,004
Net increase / (decrease)
$7,675,380
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $0 · Indirect $5.2K
  2. 2
    SERVICE PROVIDER · Direct $1.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014072825NAL0051414242001 cover?
It is the 2023 Form 5500 filing for Grant & Eisenhofer, P. A. 401(K) Profit Sharing, reported by Grant & Eisenhofer, P.A. (EIN 52-2019724).
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