2023 Form 5500 filing — Grimco, Inc. 401(K) And Profit Sharing 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 20241014131606NAL0027365489001) for Grimco, Inc. 401(K) And Profit Sharing Plan, reported by Grimco, Inc. under EIN 43-0955083 and plan number 001. It reports 892 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131606NAL0027365489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grimco, Inc.
- EIN
- 43-0955083
- Plan number
- 001
- Location
- Sunset Hills, MO
- Participants
- 892
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,342,458
- Total liabilities (EOY)
- $21,698
- Net assets (EOY)
- $71,320,760
- Employer contributions
- $3,088,988
- Participant contributions
- $4,018,779
- Total income / additions
- $19,318,747
- Benefits paid
- $2,839,608
- Administrative expenses
- $158,772
- Total expenses
- $3,017,375
- Net increase / (decrease)
- $16,301,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $101,605 | not reported in the loaded dataset |
| Moneta Group LLC | NONE | $57,167 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $7 | $16,531 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |