2023 Form 5500 filing — Grove Manor 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 20240924161231NAL0013039537001) for Grove Manor 401k Plan, reported by Grove Manor under EIN 25-1201255 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924161231NAL0013039537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grove Manor
- EIN
- 25-1201255
- Plan number
- 001
- Location
- Grove City, PA
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,830,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,830,095
- Employer contributions
- $217,324
- Participant contributions
- $262,719
- Total income / additions
- $923,238
- Benefits paid
- $887,247
- Administrative expenses
- $44,240
- Total expenses
- $931,487
- Net increase / (decrease)
- -$8,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus | RECORD-KEEPER | $20,486 | not reported in the loaded dataset |
| Cetera Advisor Networks | INVESTMENT ADVISOR | $16,892 | not reported in the loaded dataset |
| Baker Tilly Vantagen LLC | THIRD PARTY ADMIN. | $6,400 | not reported in the loaded dataset |