H Greg 401(K) Plan — Form 5500 plan (H Gregory 1 Inc.)
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, H Greg 401(K) Plan is a benefit plan reported by H Gregory 1 Inc. under EIN 27-0734159 and plan number 001. The latest loaded filing year is 2023. The filing reports 978 participants and $4,169,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H Gregory 1 Inc.
- EIN
- 27-0734159
- Plan number
- 001
- Plan type
- 2
- Location
- Doral, FL
- Latest filing year
- 2023
- Participants
- 978
- End-of-year plan assets
- $4,169,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 978 | H, C | 20241015083445NAL0015991731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,169,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,169,225
- Net assets (BOY)
- $2,861,609
Income & contributions
- Participant contributions
- $1,887,843
- Total contributions
- $1,915,741
- Total income / additions
- $2,508,953
Expenses & distributions
- Benefits paid
- $1,081,639
- Administrative expenses
- $87,397
- Total expenses
- $1,201,337
- Net increase / (decrease)
- $1,307,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $79,207 | $0 | 2023 |
| Financial Management Network, Inc | INVESTMENT/FINANCIAL ADVI | $8,190 | $0 | 2023 |