Grimshaw Architects 401(K) Retirement Plan — Form 5500 plan (Grimshaw Services (Usa) 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, Grimshaw Architects 401(K) Retirement Plan is a benefit plan reported by Grimshaw Services (Usa) Inc. under EIN 84-3172921 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $10,362,267 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grimshaw Services (Usa) Inc.
- EIN
- 84-3172921
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $10,362,267
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241014184932NAL0026967809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,362,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,362,267
- Net assets (BOY)
- $7,874,797
Income & contributions
- Employer contributions
- $346,806
- Participant contributions
- $761,928
- Total contributions
- $1,436,336
- Total income / additions
- $2,937,757
Expenses & distributions
- Benefits paid
- $390,849
- Administrative expenses
- $59,438
- Total expenses
- $450,287
- Net increase / (decrease)
- $2,487,470
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Trust Company | NONE | $50,116 | $0 | 2023 |
| Gelman Pension Consulting, Inc. | NONE | $9,346 | not reported in the loaded dataset | 2023 |
| L.M. Kohn & Company | NONE | $0 | $0 | 2023 |