Plan5500

John C. Grimberg Co. Inc. 401(K) Retirement Savings Plan — Form 5500 plan (John C. Grimberg Co. 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, John C. Grimberg Co. Inc. 401(K) Retirement Savings Plan is a benefit plan reported by John C. Grimberg Co. Inc. under EIN 52-0655642 and plan number 002. The latest loaded filing year is 2023. The filing reports 146 participants and $20,445,690 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.4MPlan net assets, end of year$20,445,690
Participants146Covered participants reported
Assets / participant$140KComputed: assets ÷ participants$140,039 (computed)
Provider compensation$12.4K3 Schedule C provider row(s)$12,440
Plan sponsor
John C. Grimberg Co. Inc.
EIN
52-0655642
Plan number
002
Plan type
2
Location
Rockville, MD
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    146 participants · 2Sch HSch C
    View filing →
Schedule H · 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)$20.4M total assets
Net assets$20.4MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$815.3K
Benefits paid / distributions$805.5K
Contributions
Employer$228.7K
Participant$865.5K
Full reported line items

Net assets

Total assets (EOY)
$20,445,690
Total liabilities (EOY)
$0
Net assets (EOY)
$20,445,690
Net assets (BOY)
$17,309,920

Income & contributions

Employer contributions
$228,681
Participant contributions
$865,499
Total contributions
$1,135,151
Total income / additions
$3,951,071

Expenses & distributions

Benefits paid
$805,504
Administrative expenses
$9,797
Total expenses
$815,301
Net increase / (decrease)
$3,135,770
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.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$9.8K
    CONTRACT ADMINISTRATOR · Direct $9.8K · Indirect $0
  2. 2
    S B H U Life Agency Inc$2.6K
    OTHER SERVICES · Direct $0 · Indirect $2.6K
  3. 3
    Morningstar Investment Management L$0
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the John C. Grimberg Co. Inc. 401(K) Retirement Savings Plan?
John C. Grimberg Co. Inc. 401(K) Retirement Savings Plan is reported as sponsored by John C. Grimberg Co. Inc. (EIN 52-0655642, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for John C. Grimberg Co. Inc. 401(K) Retirement Savings Plan?
The latest Form 5500 filing year loaded for John C. Grimberg Co. Inc. 401(K) Retirement Savings Plan is 2023.
How many participants does John C. Grimberg Co. Inc. 401(K) Retirement Savings Plan report?
John C. Grimberg Co. Inc. 401(K) Retirement Savings Plan reports 146 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for John C. Grimberg Co. Inc. 401(K) Retirement Savings Plan?
John C. Grimberg Co. Inc. 401(K) Retirement Savings Plan reports $20,445,690 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages