Lynn C. Grebe & Assoc., Inc. Employee Profit Sharing Plan — Form 5500 plan (Lynn C. Grebe & Assoc., 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, Lynn C. Grebe & Assoc., Inc. Employee Profit Sharing Plan is a benefit plan reported by Lynn C. Grebe & Assoc., Inc. under EIN 74-2126794 and plan number 002. The latest loaded filing year is 2023. The filing reports 6 participants and $2,176,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lynn C. Grebe & Assoc., Inc.
- EIN
- 74-2126794
- Plan number
- 002
- Plan type
- 2
- Location
- Bay City, TX
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $2,176,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20250121194459NAL0003894881001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,176,971
- Total liabilities (EOY)
- $238,561
- Net assets (EOY)
- $1,938,410
- Net assets (BOY)
- $1,729,082
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $209,328
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $209,328
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.