Plan5500

2023 Form 5500 filing — Grand Fitness Mgmt, LLC 401(K) 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 20240925091402NAL0028595074001) for Grand Fitness Mgmt, LLC 401(K) Plan, reported by Grand Fitness Mgmt, LLC under EIN 27-2434766 and plan number 001. It reports 261 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240925091402NAL0028595074001
Filing year
2023
Form type
2
Plan sponsor
Grand Fitness Mgmt, LLC
EIN
27-2434766
Plan number
001
Location
Toms River, NJ
Participants
261
Schedules available
Schedule I, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,551,237
Total liabilities (EOY)
$0
Net assets (EOY)
$4,551,237
Employer contributions
$149,989
Participant contributions
$291,919
Total income / additions
$1,005,029
Benefits paid
$101,095
Administrative expenses
$1,440
Total expenses
$102,535
Net increase / (decrease)
$902,494
Schedule source
Schedule I

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Private Advisor Group, LLCINVESTMENT ADVISORnot reported in the loaded datasetnot reported in the loaded dataset
Bleakley Financial Group, LlINVESTMENT ADVISORnot reported in the loaded datasetnot reported in the loaded dataset
Prime Pensions, Inc.TPA SERVICE PROVIDERnot reported in the loaded datasetnot reported in the loaded dataset
MorningstarINVESTMENT ADVISORnot reported in the loaded datasetnot reported in the loaded dataset
Voya Retirement Insurance And AnnuiSERVICE PROVIDERnot reported in the loaded datasetnot reported in the loaded dataset

Related Form 5500 pages