2023 Form 5500 filing — Griffin Masonry, Inc. Retirement Savings 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 20241015130845NAL0056292866001) for Griffin Masonry, Inc. Retirement Savings Plan, reported by Griffin Masonry, Inc. under EIN 56-1736212 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130845NAL0056292866001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Griffin Masonry, Inc.
- EIN
- 56-1736212
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,394,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,394,160
- Employer contributions
- $160,480
- Participant contributions
- $638,404
- Total income / additions
- $2,104,762
- Benefits paid
- $484,153
- Administrative expenses
- $9,978
- Total expenses
- $552,969
- Net increase / (decrease)
- $1,551,793
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment | ADVISOR | $0 | $22,642 |
| Dodson, Shelton & Nelson, Pa | ACCOUNTANT/AUDITOR | $6,900 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,078 | $0 |