2023 Form 5500 filing — Graceland Management Services 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 20241014172445NAL0026828481001) for Graceland Management Services 401(K) Profit Sharing Plan & Trust, reported by Graceland Management Services under EIN 27-1289683 and plan number 001. It reports 281 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)$3.7MReported net assets$3,745,935
Participants281
Provider compensation$8.5K1 Schedule C row(s)$8,534
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014172445NAL0026828481001
Plan sponsor
Graceland Management Services
EIN
27-1289683
Plan number
001
Location
Bardwell, KY
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)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$236.3K
Benefits paid / distributions$226.9K
Contributions
Employer$298.4K
Participant$482.7K
Full reported line items
Total assets (EOY)
$3,745,935
Total liabilities (EOY)
$0
Net assets (EOY)
$3,745,935
Employer contributions
$298,371
Participant contributions
$482,737
Total income / additions
$1,332,527
Benefits paid
$226,915
Administrative expenses
$9,412
Total expenses
$236,327
Net increase / (decrease)
$1,096,200
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $8.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014172445NAL0026828481001 cover?
It is the 2023 Form 5500 filing for Graceland Management Services 401(K) Profit Sharing Plan & Trust, reported by Graceland Management Services (EIN 27-1289683).
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