2023 Form 5500 filing — Grace Management Group, 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 20241007134833NAL0007644579001) for Grace Management Group, LLC 401(K) Plan, reported by Grace Management Group, LLC under EIN 58-2448324 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2MReported net assets$1,961,417
Participants187
Provider compensation$17.9K2 Schedule C row(s)$17,942
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007134833NAL0007644579001
Plan sponsor
Grace Management Group, LLC
EIN
58-2448324
Plan number
001
Location
Spartanburg, SC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2M total assets
Net assets$2MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$300.3K
Benefits paid / distributions$280.6K
Contributions
Employer$433.3K
Participant$425.6K
Full reported line items
Total assets (EOY)
$1,961,417
Total liabilities (EOY)
$0
Net assets (EOY)
$1,961,417
Employer contributions
$433,324
Participant contributions
$425,633
Total income / additions
$1,173,783
Benefits paid
$280,562
Administrative expenses
$19,743
Total expenses
$300,305
Net increase / (decrease)
$873,478
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $10.8K · Indirect $0
  2. 2
    CONTRACT ADMIN/OTHER · Direct $7.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007134833NAL0007644579001 cover?
It is the 2023 Form 5500 filing for Grace Management Group, LLC 401(K) Plan, reported by Grace Management Group, LLC (EIN 58-2448324).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages