Grand Savings Bank 401(K) Plan — Form 5500 plan (Grand Savings Bank)
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, Grand Savings Bank 401(K) Plan is a benefit plan reported by Grand Savings Bank under EIN 73-1108238 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $5,482,147 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grand Savings Bank
- EIN
- 73-1108238
- Plan number
- 001
- Plan type
- 2
- Location
- Grove, OK
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $5,482,147
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241015142706NAL0029972625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,482,147
- Total liabilities (EOY)
- $36,657
- Net assets (EOY)
- $5,445,490
- Net assets (BOY)
- $4,636,068
Income & contributions
- Employer contributions
- $195,253
- Participant contributions
- $356,017
- Total contributions
- $571,690
- Total income / additions
- $1,165,229
Expenses & distributions
- Benefits paid
- $302,130
- Administrative expenses
- $19,815
- Total expenses
- $355,807
- Net increase / (decrease)
- $809,422
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $19,816 | $0 | 2023 |
| Lpl Financial LLC | OTHER SERVICES | $0 | $12,146 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grand Savings Bank
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Grove, OK
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation