Grande Aire Services Inc 401 K Profit Sharing Plan Trust — Form 5500 plan (Grande Aire Services 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, Grande Aire Services Inc 401 K Profit Sharing Plan Trust is a benefit plan reported by Grande Aire Services Inc under EIN 65-0338612 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $5,955,549 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grande Aire Services Inc
- EIN
- 65-0338612
- Plan number
- 001
- Plan type
- 2
- Location
- Boca Grande, FL
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $5,955,549
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20240821121404NAL0002375459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,955,549
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,955,549
- Net assets (BOY)
- $4,892,744
Income & contributions
- Employer contributions
- $186,600
- Participant contributions
- $403,384
- Total contributions
- $619,712
- Total income / additions
- $1,421,199
Expenses & distributions
- Benefits paid
- $268,596
- Administrative expenses
- $38,975
- Total expenses
- $314,930
- Net increase / (decrease)
- $1,106,269
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER INVESTMENT | $32,468 | $0 | 2023 |
| Merrill Lynch Pierce Fenner Smith | INVESTMENT ADVISOR | $24,107 | not reported in the loaded dataset | 2023 |
| Kb Pension Services Inc | TPA | $6,007 | $3,407 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grande Aire Services Inc
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Boca Grande, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner Smith — Schedule C compensation
- Kb Pension Services Inc — Schedule C compensation