2023 Form 5500 filing — J. E. Grote Company 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 20241015154829NAL0058534386001) for J. E. Grote Company 401(K) Profit Sharing Plan, reported by J. E. Grote Company, Inc. under EIN 31-0812680 and plan number 001. It reports 320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154829NAL0058534386001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J. E. Grote Company, Inc.
- EIN
- 31-0812680
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 320
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,815,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,815,675
- Employer contributions
- $612,121
- Participant contributions
- $1,607,078
- Total income / additions
- $5,399,383
- Benefits paid
- $1,413,800
- Administrative expenses
- $70,167
- Total expenses
- $1,491,185
- Net increase / (decrease)
- $3,908,198
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everhart Financial Group Inc | ADVISOR | $40,469 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $29,698 | $0 |