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, J. E. Grote Company 401(K) Profit Sharing Plan is a benefit plan reported by J. E. Grote Company, Inc. under EIN 31-0812680 and plan number 001. The latest loaded filing year is 2023. The filing reports 320 participants and $22,815,675 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,815,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,815,675
- Net assets (BOY)
- $18,907,477
Income & contributions
- Employer contributions
- $612,121
- Participant contributions
- $1,607,078
- Total contributions
- $2,748,653
- Total income / additions
- $5,399,383
Expenses & distributions
- Benefits paid
- $1,413,800
- Administrative expenses
- $70,167
- Total expenses
- $1,491,185
- Net increase / (decrease)
- $3,908,198