2023 Form 5500 filing — Retirement Plan Of Granite State Independent Living
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 20241015151012NAL0030110081001) for Retirement Plan Of Granite State Independent Living, reported by Granite State Independent Living under EIN 02-0350170 and plan number 002. It reports 1,043 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)$3.6MReported net assets$3,563,353
Participants1K1,043
Provider compensation$36.6K2 Schedule C row(s)$36,581
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015151012NAL0030110081001
- Plan sponsor
- Granite State Independent Living
- EIN
- 02-0350170
- Plan number
- 002
- Location
- Concord, NH
- 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)$3.6M total assets
Net assets$3.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,563,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,563,353
- Employer contributions
- $111,754
- Participant contributions
- $295,500
- Total income / additions
- $1,025,225
- Benefits paid
- $568,245
- Administrative expenses
- $36,688
- Total expenses
- $604,933
- Net increase / (decrease)
- $420,292
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $28,581 | $0 |
| Nathan Wechsler & Company, P.A. | AUDITOR | $8,000 | $0 |