2023 Form 5500 filing — Grimshaw Architects 401(K) Retirement 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 20241014184932NAL0026967809001) for Grimshaw Architects 401(K) Retirement Plan, reported by Grimshaw Services (Usa) Inc. under EIN 84-3172921 and plan number 001. It reports 239 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)$10.4MReported net assets$10,362,267
Participants239
Provider compensation$59.5K3 Schedule C row(s)$59,462
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014184932NAL0026967809001
- Plan sponsor
- Grimshaw Services (Usa) Inc.
- EIN
- 84-3172921
- Plan number
- 001
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
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)$10.4M total assets
Net assets$10.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,362,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,362,267
- Employer contributions
- $346,806
- Participant contributions
- $761,928
- Total income / additions
- $2,937,757
- Benefits paid
- $390,849
- Administrative expenses
- $59,438
- Total expenses
- $450,287
- Net increase / (decrease)
- $2,487,470
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Trust Company | NONE | $50,116 | $0 |
| Gelman Pension Consulting, Inc. | NONE | $9,346 | not reported in the loaded dataset |
| L.M. Kohn & Company | NONE | $0 | $0 |