Grannas Brothers Retirement Plan — Form 5500 plan (Grannas Brothers)
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, Grannas Brothers Retirement Plan is a benefit plan reported by Grannas Brothers under EIN 23-1567643 and plan number 002. The latest loaded filing year is 2023. The filing reports 129 participants and $12,637,270 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grannas Brothers
- EIN
- 23-1567643
- Plan number
- 002
- Plan type
- 2
- Location
- Hollidaysburg, PA
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $12,637,270
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20240807102736NAL0003421825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,637,270
- Net assets (EOY)
- $12,637,270
- Net assets (BOY)
- $11,497,465
Income & contributions
- Employer contributions
- $954,331
- Participant contributions
- $187,195
- Total contributions
- $1,141,526
- Total income / additions
- $2,670,448
Expenses & distributions
- Benefits paid
- $1,528,158
- Administrative expenses
- $2,485
- Total expenses
- $1,530,643
- Net increase / (decrease)
- $1,139,805
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | NONE | $35,987 | $0 | 2023 |
| Next Financial Group | NONE | $0 | $29,545 | 2023 |
| Assured Partners Ne LLC | NONE | $5,883 | $0 | 2023 |