Grw Tax Deferred Savings & Profit Sharing Retirement Plan — Form 5500 plan (Grw Engineers, 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, Grw Tax Deferred Savings & Profit Sharing Retirement Plan is a benefit plan reported by Grw Engineers, Inc. under EIN 61-0665036 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $33,321,586 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Grw Engineers, Inc.
EIN
61-0665036
Plan number
001
Plan type
2
Location
Lexington, KY
Latest filing year
2023
Participants
307
End-of-year plan assets
$33,321,586

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023307H, C20241101101149NAL0004559776001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,321,586
Total liabilities (EOY)
$0
Net assets (EOY)
$33,321,586
Net assets (BOY)
$28,621,101

Income & contributions

Employer contributions
$365,886
Participant contributions
$930,422
Total contributions
$1,598,590
Total income / additions
$6,437,763

Expenses & distributions

Benefits paid
$1,670,976
Administrative expenses
$62,182
Total expenses
$1,737,278
Net increase / (decrease)
$4,700,485

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pnc Institutional Asset ManagementADVISOR$32,188not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$25,621$02023

Related Form 5500 pages