Griffin Masonry, Inc. Retirement Savings Plan — Form 5500 plan (Griffin Masonry, 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, Griffin Masonry, Inc. Retirement Savings Plan is a benefit plan reported by Griffin Masonry, Inc. under EIN 56-1736212 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $10,394,160 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Griffin Masonry, Inc.
- EIN
- 56-1736212
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $10,394,160
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20241015130845NAL0056292866001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,394,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,394,160
- Net assets (BOY)
- $8,842,367
Income & contributions
- Employer contributions
- $160,480
- Participant contributions
- $638,404
- Total contributions
- $801,338
- Total income / additions
- $2,104,762
Expenses & distributions
- Benefits paid
- $484,153
- Administrative expenses
- $9,978
- Total expenses
- $552,969
- Net increase / (decrease)
- $1,551,793
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Investment | ADVISOR | $0 | $22,642 | 2023 |
| Dodson, Shelton & Nelson, Pa | ACCOUNTANT/AUDITOR | $6,900 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,078 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Griffin Masonry, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Northwestern Mutual Investment — Schedule C compensation
- Dodson, Shelton & Nelson, Pa — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation