R.J. Grondin & Sons 401(K) Retirement Plan — Form 5500 plan (R.J. Grondin & Sons)
Plain-English plan 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, R.J. Grondin & Sons 401(K) Retirement Plan is a benefit plan reported by R.J. Grondin & Sons under EIN 01-0279685 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $15,535,024 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R.J. Grondin & Sons
- EIN
- 01-0279685
- Plan number
- 001
- Plan type
- 2
- Location
- Gorham, ME
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $15,535,024
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20240731145129NAL0022482081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,535,024
- Net assets (EOY)
- $15,535,024
- Net assets (BOY)
- $12,486,972
Income & contributions
- Employer contributions
- $354,062
- Participant contributions
- $933,962
- Total contributions
- $1,528,109
- Total income / additions
- $3,982,234
Expenses & distributions
- Benefits paid
- $885,627
- Administrative expenses
- $40,818
- Total expenses
- $934,182
- Net increase / (decrease)
- $3,048,052
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $24,124 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,653 | not reported in the loaded dataset | 2023 |