2023 Form 5500 filing — Gross Residential 401k 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 20240730112056NAL0013321443001) for Gross Residential 401k Plan, reported by I. & M.J. Gross Company under EIN 34-1696562 and plan number 001. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730112056NAL0013321443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- I. & M.J. Gross Company
- EIN
- 34-1696562
- Plan number
- 001
- Location
- North Royalton, OH
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,700,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,700,080
- Employer contributions
- $90,090
- Participant contributions
- $503,330
- Total income / additions
- $1,424,021
- Benefits paid
- $769,308
- Administrative expenses
- $38,846
- Total expenses
- $821,896
- Net increase / (decrease)
- $602,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $24,229 | $0 |
| Pnc Institutional Asset Management | ADVISOR | $12,172 | not reported in the loaded dataset |