Grapetree 401(K) Retirement Savings Plan — Form 5500 plan (Grapetree Medical Staffing, LLC)
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, Grapetree 401(K) Retirement Savings Plan is a benefit plan reported by Grapetree Medical Staffing, LLC under EIN 42-1512013 and plan number 003. The latest loaded filing year is 2023. The filing reports 272 participants and $2,146,762 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grapetree Medical Staffing, LLC
- EIN
- 42-1512013
- Plan number
- 003
- Plan type
- 2
- Location
- Milford, IA
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $2,146,762
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20240910085627NAL0006632769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,146,762
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,146,762
- Net assets (BOY)
- $1,737,476
Income & contributions
- Employer contributions
- $148,702
- Participant contributions
- $296,002
- Total contributions
- $457,590
- Total income / additions
- $773,503
Expenses & distributions
- Benefits paid
- $337,115
- Administrative expenses
- $23,194
- Total expenses
- $364,217
- Net increase / (decrease)
- $409,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,867 | $0 | 2023 |
| Hauser Retirement Solutions 2 LLC | INVESTMENT ADVISOR | $7,356 | not reported in the loaded dataset | 2023 |
| Creative Retirement Systems, Inc. | CONTRACT ADMIN | $3,096 | $1,839 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grapetree Medical Staffing, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Milford, IA
- Empower Annuity Insurance Company — Schedule C compensation
- Hauser Retirement Solutions 2 LLC — Schedule C compensation
- Creative Retirement Systems, Inc. — Schedule C compensation