2023 Form 5500 filing — Groff Tractor Mid Atlantic 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 20241015153212NAL0028944641001) for Groff Tractor Mid Atlantic 401(K) Plan, reported by Groff Tractor Mid Atlantic, LLC under EIN 82-2037629 and plan number 001. It reports 123 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)$7.9MReported net assets$7,913,993
Participants123
Provider compensation$20.3K3 Schedule C row(s)$20,253
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015153212NAL0028944641001
Plan sponsor
Groff Tractor Mid Atlantic, LLC
EIN
82-2037629
Plan number
001
Location
Essex, MD
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)$7.9M total assets
Net assets$7.9MLiabilities$4.2K
Money in vs. money out
Total income / additions$1.7M
Total expenses$519.7K
Benefits paid / distributions$514.5K
Contributions
Employer$242.4K
Participant$490K
Full reported line items
Total assets (EOY)
$7,918,212
Total liabilities (EOY)
$4,219
Net assets (EOY)
$7,913,993
Employer contributions
$242,365
Participant contributions
$489,969
Total income / additions
$1,650,235
Benefits paid
$514,486
Administrative expenses
$5,203
Total expenses
$519,689
Net increase / (decrease)
$1,130,546
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $0 · Indirect $15K
  2. 2
    RECORDKEEPER · Direct $3.8K · Indirect $0
  3. 3
    TPA · Direct $1.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015153212NAL0028944641001 cover?
It is the 2023 Form 5500 filing for Groff Tractor Mid Atlantic 401(K) Plan, reported by Groff Tractor Mid Atlantic, LLC (EIN 82-2037629).
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