2023 Form 5500 filing — Granite Group Wholesalers Profit Sharing Plan & Trust
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 20240830073252NAL0008227075001) for Granite Group Wholesalers Profit Sharing Plan & Trust, reported by Granite Group Wholesalers, LLC under EIN 02-0495286 and plan number 001. It reports 813 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830073252NAL0008227075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Granite Group Wholesalers, LLC
- EIN
- 02-0495286
- Plan number
- 001
- Location
- Concord, NH
- Participants
- 813
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,477,514
- Net assets (EOY)
- $61,477,514
- Employer contributions
- $1,634,328
- Participant contributions
- $3,654,499
- Total income / additions
- $13,713,047
- Benefits paid
- $4,442,121
- Administrative expenses
- $267,390
- Total expenses
- $4,712,710
- Net increase / (decrease)
- $9,000,337
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $168,833 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $91,644 | $0 |
| Hub Retirement And Wealth Mgt | OTHER | $6,913 | $0 |