2023 Form 5500 filing — Gielow Groom Terpstra & Mcevoy Plc Retirement 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 20241009145818NAL0018596177001) for Gielow Groom Terpstra & Mcevoy Plc Retirement Plan, reported by Gielow Groom Terpstra & Mcevoy Plc Retirement Plan under EIN 45-4946332 and plan number 001. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.1MReported net assets$2,092,151
Participants17
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241009145818NAL0018596177001
- Plan sponsor
- Gielow Groom Terpstra & Mcevoy Plc Retirement Plan
- EIN
- 45-4946332
- Plan number
- 001
- Location
- Norton Shores, MI
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $2,092,151
- Net assets (EOY)
- $2,092,151
- Employer contributions
- $40,816
- Participant contributions
- $109,650
- Total income / additions
- $1,076,483
- Benefits paid
- $18,206
- Total expenses
- $18,206
- Net increase / (decrease)
- $1,058,277