Grand Appliance Co., Inc. 401(K) Plan — Form 5500 plan (Grand Appliance Co., 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, Grand Appliance Co., Inc. 401(K) Plan is a benefit plan reported by Grand Appliance Co., Inc. under EIN 36-2146854 and plan number 001. The latest loaded filing year is 2023. The filing reports 395 participants and $13,369,849 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Grand Appliance Co., Inc.
EIN
36-2146854
Plan number
001
Plan type
2
Location
Sturtevant, WI
Latest filing year
2023
Participants
395
End-of-year plan assets
$13,369,849

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023395H, C20241015071254NAL0027748913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,369,849
Total liabilities (EOY)
$0
Net assets (EOY)
$13,369,849
Net assets (BOY)
$10,415,471

Income & contributions

Employer contributions
$198,867
Participant contributions
$1,635,350
Total contributions
$1,848,702
Total income / additions
$3,838,219

Expenses & distributions

Benefits paid
$768,637
Administrative expenses
$78,620
Total expenses
$883,841
Net increase / (decrease)
$2,954,378

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$44,883$02023
Lpl FinancialINVESTMENT/FINANCIAL ADVI$33,735$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages