Gross Residential 401k Plan — Form 5500 plan (I. & M.J. Gross Company)
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, Gross Residential 401k Plan is a benefit plan reported by I. & M.J. Gross Company under EIN 34-1696562 and plan number 001. The latest loaded filing year is 2023. The filing reports 269 participants and $6,700,080 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I. & M.J. Gross Company
- EIN
- 34-1696562
- Plan number
- 001
- Plan type
- 2
- Location
- North Royalton, OH
- Latest filing year
- 2023
- Participants
- 269
- End-of-year plan assets
- $6,700,080
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H, C | 20240730112056NAL0013321443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,700,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,700,080
- Net assets (BOY)
- $6,097,955
Income & contributions
- Employer contributions
- $90,090
- Participant contributions
- $503,330
- Total contributions
- $593,420
- Total income / additions
- $1,424,021
Expenses & distributions
- Benefits paid
- $769,308
- Administrative expenses
- $38,846
- Total expenses
- $821,896
- Net increase / (decrease)
- $602,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $24,229 | $0 | 2023 |
| Pnc Institutional Asset Management | ADVISOR | $12,172 | not reported in the loaded dataset | 2023 |