2023 Form 5500 filing — Grimm Industries Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729102256NAL0010949315001) for Grimm Industries Retirement Plan, reported by Grimm Industries, Inc. under EIN 25-1236084 and plan number 002. It reports 115 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,139,975
Participants115
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240729102256NAL0010949315001
Plan sponsor
Grimm Industries, Inc.
EIN
25-1236084
Plan number
002
Location
Fairview, PA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$522.4K
Total expenses$354.9K
Benefits paid / distributions$317.7K
Contributions
Employer$15.5K
Participant$125.9K
Full reported line items
Total assets (EOY)
$2,139,975
Total liabilities (EOY)
$0
Net assets (EOY)
$2,139,975
Employer contributions
$15,456
Participant contributions
$125,902
Total income / additions
$522,426
Benefits paid
$317,712
Administrative expenses
$22,181
Total expenses
$354,924
Net increase / (decrease)
$167,502

Related Form 5500 pages