Gradco Inc Retirement Plan — Form 5500 plan (Gradco 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, Gradco Inc Retirement Plan is a benefit plan reported by Gradco Inc under EIN 38-2933515 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $783,009 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$783KPlan net assets, end of year$783,009
Participants2Covered participants reported
Assets / participant$391.5KComputed: assets ÷ participants$391,505 (computed)
Provider compensationNone reported
Plan sponsor
Gradco Inc
EIN
38-2933515
Plan number
001
Plan type
2
Location
Greenville, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20241004144506NAL0012335569008
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$783K total assets
Net assets$783KLiabilities
Money in vs. money out
Total income / additions$216.1K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
Employer$48.2K
Participant$60K
Full reported line items

Net assets

Total assets (EOY)
$783,009
Net assets (EOY)
$783,009
Net assets (BOY)
$566,922

Income & contributions

Employer contributions
$48,185
Participant contributions
$60,000
Total income / additions
$216,087

Expenses & distributions

Net increase / (decrease)
$216,087
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 45%Participant 55%

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages