Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan — Form 5500 plan (Grace Stakeholder Investments, 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, Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan is a benefit plan reported by Grace Stakeholder Investments, Inc. under EIN 83-2940558 and plan number 002. The latest loaded filing year is 2023. The filing reports 201 participants and $18,780,267 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grace Stakeholder Investments, Inc.
- EIN
- 83-2940558
- Plan number
- 002
- Plan type
- 2
- Location
- Russellville, AR
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $18,780,267
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H | 20241011090727NAL0010753555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,780,267
- Total liabilities (EOY)
- $1,340,068
- Net assets (EOY)
- $17,440,199
- Net assets (BOY)
- $17,910,029
Income & contributions
- Employer contributions
- $84,855
- Total contributions
- $84,855
- Total income / additions
- -$405,145
Expenses & distributions
- Benefits paid
- $19,635
- Administrative expenses
- $25
- Total expenses
- $64,685
- Net increase / (decrease)
- -$469,830
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.