Grokhalov Family Ventures, Inc. Retirement Plan — Form 5500 plan (Grokhalov Family Ventures, 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, Grokhalov Family Ventures, Inc. Retirement Plan is a benefit plan reported by Grokhalov Family Ventures, Inc. under EIN 46-3224549 and plan number 001. The latest loaded filing year is 2023. The filing reports 23 participants and $948,517 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$948.5KPlan net assets, end of year$948,517
Participants23Covered participants reported
Assets / participant$41.2KComputed: assets ÷ participants$41,240 (computed)
Provider compensationNone reported
Plan sponsor
Grokhalov Family Ventures, Inc.
EIN
46-3224549
Plan number
001
Plan type
2
Location
Apex, NC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202323I20240805092625NAL0000964545001
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)$948.5K total assets
Net assets$948.5KLiabilities
Money in vs. money out
Total income / additions$194.3K
Total expenses$882
Benefits paid / distributionsNot reported
Contributions
EmployerNot reported
Participant$31.2K
Full reported line items

Net assets

Total assets (EOY)
$948,517
Net assets (EOY)
$948,517
Net assets (BOY)
$755,054

Income & contributions

Participant contributions
$31,204
Total income / additions
$194,345

Expenses & distributions

Administrative expenses
$882
Total expenses
$882
Net increase / (decrease)
$193,463
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.

Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages