How many benefit plans does Grubb Management, LLC report on Form 5500?

Grubb Management, LLC (EIN 56-1758296) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Grubb Management, LLC?

The Employer Identification Number (EIN) reported for Grubb Management, LLC is 56-1758296.

What is the latest Form 5500 filing year for Grubb Management, LLC?

The latest loaded Form 5500 filing year for Grubb Management, LLC is 2023.

Grubb Management, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Grubb Management, LLC (EIN 56-1758296) is a plan sponsor located in Charlotte, NC with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 56-1758296
Location: Charlotte, NC
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $19,022,009
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $19,022,009

Contributions & income

Employer contributions: $755,748
Participant contributions: $1,746,264
Total income / additions: $5,791,639

Expenses & distributions

Benefits paid / distributions: $1,246,705
Total expenses: $1,324,138
Net increase / (decrease): $4,467,501

Coverage

Total reported participants: 544
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Grubb Management, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Grubb Management, LLC 401(K) Ps Plan	001	301	$19,022,009	2023
Grubb Management, LLC Employee Benefits Plan	502	243	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Grubb Management, LLC
Year	Plan	Participants	Schedules	Filing
2023	Grubb Management, LLC Employee Benefits Plan	243	—	20240624144108NAL0004055955001
2023	Grubb Management, LLC 401(K) Ps Plan	301	H, C	20240809112349NAL0006296257001