2023 Form 5500 filing — Grapetree 401(K) Retirement Savings 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 20240910085627NAL0006632769001) for Grapetree 401(K) Retirement Savings Plan, reported by Grapetree Medical Staffing, LLC under EIN 42-1512013 and plan number 003. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910085627NAL0006632769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grapetree Medical Staffing, LLC
- EIN
- 42-1512013
- Plan number
- 003
- Location
- Milford, IA
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,146,762
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,146,762
- Employer contributions
- $148,702
- Participant contributions
- $296,002
- Total income / additions
- $773,503
- Benefits paid
- $337,115
- Administrative expenses
- $23,194
- Total expenses
- $364,217
- Net increase / (decrease)
- $409,286
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,867 | $0 |
| Hauser Retirement Solutions 2 LLC | INVESTMENT ADVISOR | $7,356 | not reported in the loaded dataset |
| Creative Retirement Systems, Inc. | CONTRACT ADMIN | $3,096 | $1,839 |