Grieco Automotive Management 401(K) Plan — Form 5500 plan (Grieco Automotive Management 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, Grieco Automotive Management 401(K) Plan is a benefit plan reported by Grieco Automotive Management LLC under EIN 47-2589306 and plan number 001. The latest loaded filing year is 2023. The filing reports 857 participants and $27,813,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grieco Automotive Management LLC
- EIN
- 47-2589306
- Plan number
- 001
- Plan type
- 2
- Location
- Delray Beach, FL
- Latest filing year
- 2023
- Participants
- 857
- End-of-year plan assets
- $27,813,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 857 | H, C | 20250430130846NAL0001177491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,813,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,813,251
- Net assets (BOY)
- $19,653,679
Income & contributions
- Employer contributions
- $1,692,445
- Participant contributions
- $4,013,949
- Total contributions
- $6,154,514
- Total income / additions
- $10,409,507
Expenses & distributions
- Benefits paid
- $1,993,066
- Administrative expenses
- $198,756
- Total expenses
- $2,249,935
- Net increase / (decrease)
- $8,159,572
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset | 2023 |