J.M. Grimstad, Inc. Employee Stock Ownership Plan — Form 5500 plan (J.M. Grimstad, 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, J.M. Grimstad, Inc. Employee Stock Ownership Plan is a benefit plan reported by J.M. Grimstad, Inc. under EIN 39-0978269 and plan number 002. The latest loaded filing year is 2023. The filing reports 65 participants and $7,658,745 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.M. Grimstad, Inc.
- EIN
- 39-0978269
- Plan number
- 002
- Plan type
- 2
- Location
- Muskego, WI
- Latest filing year
- 2023
- Participants
- 65
- End-of-year plan assets
- $7,658,745
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 65 | I | 20240716134631NAL0004570144001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,658,745
- Total liabilities (EOY)
- $1,495
- Net assets (EOY)
- $7,657,250
- Net assets (BOY)
- $7,188,389
Income & contributions
- Employer contributions
- $379,466
- Total income / additions
- $1,278,426
Expenses & distributions
- Benefits paid
- $807,472
- Total expenses
- $809,565
- Net increase / (decrease)
- $468,861
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.