2023 Form 5500 filing — High Grade 401k 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 20241014105937NAL0027097425001) for High Grade 401k Retirement Plan, reported by High Grade Materials Company under EIN 38-1746621 and plan number 001. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105937NAL0027097425001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- High Grade Materials Company
- EIN
- 38-1746621
- Plan number
- 001
- Location
- Greenville, MI
- Participants
- 380
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,888,260
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,888,260
- Employer contributions
- $458,227
- Participant contributions
- $1,151,578
- Total income / additions
- $3,351,852
- Benefits paid
- $1,637,829
- Administrative expenses
- $70,305
- Total expenses
- $1,708,134
- Net increase / (decrease)
- $1,643,718
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel, Nicolas, & Co. Inc. | RIA | $28,895 | $0 |
| John Hancock Life Insurance Co Usa | RECORDKEEPER | $0 | $0 |