2023 Form 5500 filing — Granite Peak 401(K) 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 20241015094228NAL0016076483001) for Granite Peak 401(K) Profit Sharing Plan, reported by Granite Peak Development Management, Inc. under EIN 46-1558644 and plan number 001. It reports 405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094228NAL0016076483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Granite Peak Development Management, Inc.
- EIN
- 46-1558644
- Plan number
- 001
- Location
- Casper, WY
- Participants
- 405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,731,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,731,907
- Employer contributions
- $369,689
- Participant contributions
- $585,196
- Total income / additions
- $1,741,192
- Benefits paid
- $248,511
- Administrative expenses
- $40,437
- Total expenses
- $288,948
- Net increase / (decrease)
- $1,452,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISOR | $13,496 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $9,298 | $0 |
| Axios Advisory Group Ltd | CONTRACT ADMIN | $8,965 | not reported in the loaded dataset |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $6,694 | not reported in the loaded dataset |
| Advised Assets Group | INVESTMENT MGMT | $3,239 | not reported in the loaded dataset |