2023 Form 5500 filing — Grannas Brothers 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 20240807102736NAL0003421825001) for Grannas Brothers Retirement Plan, reported by Grannas Brothers under EIN 23-1567643 and plan number 002. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807102736NAL0003421825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grannas Brothers
- EIN
- 23-1567643
- Plan number
- 002
- Location
- Hollidaysburg, PA
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,637,270
- Net assets (EOY)
- $12,637,270
- Employer contributions
- $954,331
- Participant contributions
- $187,195
- Total income / additions
- $2,670,448
- Benefits paid
- $1,528,158
- Administrative expenses
- $2,485
- Total expenses
- $1,530,643
- Net increase / (decrease)
- $1,139,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | NONE | $35,987 | $0 |
| Next Financial Group | NONE | $0 | $29,545 |
| Assured Partners Ne LLC | NONE | $5,883 | $0 |