2023 Form 5500 filing — Dave Grant Hay, Inc. 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 20250115183957NAL0022104641001) for Dave Grant Hay, Inc. Profit Sharing Plan, reported by Dave Grant Hay Inc under EIN 87-0353079 and plan number 001. It reports 85 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.7MReported net assets$6,658,904
Participants85
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250115183957NAL0022104641001
Plan sponsor
Dave Grant Hay Inc
EIN
87-0353079
Plan number
001
Location
Ogden, UT
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.7M total assets
Net assets$6.7MLiabilities
Money in vs. money out
Total income / additions$999.7K
Total expenses$420.7K
Benefits paid / distributions$413.7K
Contributions
Employer$145K
Participant$138.1K
Full reported line items
Total assets (EOY)
$6,658,904
Net assets (EOY)
$6,658,904
Employer contributions
$145,045
Participant contributions
$138,057
Total income / additions
$999,723
Benefits paid
$413,731
Administrative expenses
$6,993
Total expenses
$420,724
Net increase / (decrease)
$578,999

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250115183957NAL0022104641001 cover?
It is the 2023 Form 5500 filing for Dave Grant Hay, Inc. Profit Sharing Plan, reported by Dave Grant Hay Inc (EIN 87-0353079).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages