Granite Group Wholesalers Profit Sharing Plan & Trust — Form 5500 plan (Granite Group Wholesalers, LLC)

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, Granite Group Wholesalers Profit Sharing Plan & Trust is a benefit plan reported by Granite Group Wholesalers, LLC under EIN 02-0495286 and plan number 001. The latest loaded filing year is 2023. The filing reports 813 participants and $61,477,514 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Granite Group Wholesalers, LLC
EIN
02-0495286
Plan number
001
Plan type
2
Location
Concord, NH
Latest filing year
2023
Participants
813
End-of-year plan assets
$61,477,514

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023813H, C20240830073252NAL0008227075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,477,514
Net assets (EOY)
$61,477,514
Net assets (BOY)
$52,477,177

Income & contributions

Employer contributions
$1,634,328
Participant contributions
$3,654,499
Total contributions
$6,030,705
Total income / additions
$13,713,047

Expenses & distributions

Benefits paid
$4,442,121
Administrative expenses
$267,390
Total expenses
$4,712,710
Net increase / (decrease)
$9,000,337

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaRECORDKEEPER$168,833$02023
Global Retirement Partners LLCINVESTMENT ADVISOR$91,644$02023
Hub Retirement And Wealth MgtOTHER$6,913$02023

Related Form 5500 pages