2023 Form 5500 filing — Square Grove LLC 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 20241015084129NAL0055228370001) for Square Grove LLC 401(K) Plan, reported by Square Grove LLC under EIN 20-0715079 and plan number 001. It reports 204 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)$3.8MReported net assets$3,831,563
Participants204
Provider compensation$3.9K3 Schedule C row(s)$3,899
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015084129NAL0055228370001
Plan sponsor
Square Grove LLC
EIN
20-0715079
Plan number
001
Location
Austin, TX
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)$3.8M total assets
Net assets$3.8MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$145.3K
Benefits paid / distributions$141.1K
Contributions
Employer$281.3K
Participant$414.4K
Full reported line items
Total assets (EOY)
$3,831,563
Total liabilities (EOY)
$0
Net assets (EOY)
$3,831,563
Employer contributions
$281,336
Participant contributions
$414,400
Total income / additions
$1,251,612
Benefits paid
$141,107
Administrative expenses
$3,900
Total expenses
$145,253
Net increase / (decrease)
$1,106,359
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $3.9K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0
  3. 3
    ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015084129NAL0055228370001 cover?
It is the 2023 Form 5500 filing for Square Grove LLC 401(K) Plan, reported by Square Grove LLC (EIN 20-0715079).
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