Kevane Grant Thornton Retirement Plan — Form 5500 plan (Kevane Grant Thornton, Llp)

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, Kevane Grant Thornton Retirement Plan is a benefit plan reported by Kevane Grant Thornton, Llp under EIN 66-0563256 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $12,226,060 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kevane Grant Thornton, Llp
EIN
66-0563256
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
214
End-of-year plan assets
$12,226,060

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023214H, C20241018134732NAL0019225715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,226,060
Total liabilities (EOY)
$2,737
Net assets (EOY)
$12,223,323
Net assets (BOY)
$9,822,383

Income & contributions

Employer contributions
$170,231
Participant contributions
$732,647
Total contributions
$964,332
Total income / additions
$2,455,573

Expenses & distributions

Benefits paid
$54,633
Administrative expenses
$0
Total expenses
$54,633
Net increase / (decrease)
$2,400,940

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$75,440$6,0622023
Investment Planners, Inc.INVESTMENT ADVISOR$0$38,0052023

Related Form 5500 pages