Grimco, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Grimco, 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, Grimco, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Grimco, Inc. under EIN 43-0955083 and plan number 001. The latest loaded filing year is 2023. The filing reports 892 participants and $71,342,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grimco, Inc.
- EIN
- 43-0955083
- Plan number
- 001
- Plan type
- 2
- Location
- Sunset Hills, MO
- Latest filing year
- 2023
- Participants
- 892
- End-of-year plan assets
- $71,342,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 892 | H, C | 20241014131606NAL0027365489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,342,458
- Total liabilities (EOY)
- $21,698
- Net assets (EOY)
- $71,320,760
- Net assets (BOY)
- $54,891,745
Income & contributions
- Employer contributions
- $3,088,988
- Participant contributions
- $4,018,779
- Total contributions
- $9,552,736
- Total income / additions
- $19,318,747
Expenses & distributions
- Benefits paid
- $2,839,608
- Administrative expenses
- $158,772
- Total expenses
- $3,017,375
- Net increase / (decrease)
- $16,301,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $101,605 | not reported in the loaded dataset | 2023 |
| Moneta Group LLC | NONE | $57,167 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $7 | $16,531 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grimco, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Sunset Hills, MO
- Epic Retirement Plan Services — Schedule C compensation
- Moneta Group LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation