Griswold Industries 401(K) Profit Sharing Retirement Plan — Form 5500 plan (Griswold Industries)
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, Griswold Industries 401(K) Profit Sharing Retirement Plan is a benefit plan reported by Griswold Industries under EIN 95-1717422 and plan number 001. The latest loaded filing year is 2023. The filing reports 563 participants and $54,454,080 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Griswold Industries
- EIN
- 95-1717422
- Plan number
- 001
- Plan type
- 2
- Location
- Costa Mesa, CA
- Latest filing year
- 2023
- Participants
- 563
- End-of-year plan assets
- $54,454,080
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 563 | H, C | 20240913150812NAL0016465488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,454,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,454,080
- Net assets (BOY)
- $46,769,630
Income & contributions
- Employer contributions
- $890,412
- Participant contributions
- $3,157,579
- Total contributions
- $4,091,122
- Total income / additions
- $11,115,535
Expenses & distributions
- Benefits paid
- $3,408,107
- Administrative expenses
- $21,221
- Total expenses
- $3,431,085
- Net increase / (decrease)
- $7,684,450
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,221 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $1,085 | 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 Griswold Industries
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Costa Mesa, CA
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation