2023 Form 5500 filing — Groff Tractor 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 20241014111235NAL0013185891001) for Groff Tractor 401(K) Plan, reported by Gt&E, LLC under EIN 88-4214471 and plan number 001. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014111235NAL0013185891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gt&E, LLC
- EIN
- 88-4214471
- Plan number
- 001
- Location
- Mechanicsburg, PA
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,969,635
- Total liabilities (EOY)
- $135
- Net assets (EOY)
- $20,969,500
- Employer contributions
- $760,325
- Participant contributions
- $1,505,331
- Total income / additions
- $7,178,627
- Benefits paid
- $913,476
- Administrative expenses
- $15,333
- Total expenses
- $931,822
- Net increase / (decrease)
- $6,246,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors, Inc. | SERVICE PROVIDER | $0 | $25,125 |
| Pa Retirement Solutions, Inc. | THIRD PARTY ADMINISTRATO | $2,164 | $10,057 |
| Morningstar Investment Management | SERVICE PROVIDER | $6,623 | not reported in the loaded dataset |
| Voya Retirement Ins And Annuity Co | RECORDKEEPER | $6,546 | $0 |