Groz-Beckert Usa, Inc. 401k Profit Sharing Plan — Form 5500 plan (Groz-Beckert Usa, 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, Groz-Beckert Usa, Inc. 401k Profit Sharing Plan is a benefit plan reported by Groz-Beckert Usa, Inc. under EIN 57-0778936 and plan number 003. The latest loaded filing year is 2023. The filing reports 125 participants and $14,062,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Groz-Beckert Usa, Inc.
- EIN
- 57-0778936
- Plan number
- 003
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $14,062,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20240710063531NAL0008392899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,062,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,062,634
- Net assets (BOY)
- $14,254,728
Income & contributions
- Employer contributions
- $357,378
- Participant contributions
- $453,318
- Total contributions
- $810,696
- Total income / additions
- $2,531,770
Expenses & distributions
- Benefits paid
- $2,690,505
- Administrative expenses
- $33,359
- Total expenses
- $2,723,864
- Net increase / (decrease)
- -$192,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | BROKER/DEALER | $0 | $25,148 | 2023 |
| Hunter Benefits Consulting Group | THIRD PARTY ADMINISTRATO | $0 | $12,242 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Groz-Beckert Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Cetera Advisor Networks LLC — Schedule C compensation
- Hunter Benefits Consulting Group — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation