Trust Under Grier School Plan — Form 5500 plan (Grier Foundation)
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, Trust Under Grier School Plan is a benefit plan reported by Grier Foundation under EIN 23-1517016 and plan number 004. The latest loaded filing year is 2023. The filing reports 1 participants and $3,034,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grier Foundation
- EIN
- 23-1517016
- Plan number
- 004
- Plan type
- 2
- Location
- Tyrone, PA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $3,034,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20241114163945NAL0028386272001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,034,727
- Net assets (EOY)
- $3,034,727
- Net assets (BOY)
- $2,874,073
Income & contributions
- Total income / additions
- $271,165
Expenses & distributions
- Benefits paid
- $110,511
- Total expenses
- $110,511
- Net increase / (decrease)
- $160,654
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.