2023 Form 5500 filing — Grimshaw Architects 401(K) 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 20241014184932NAL0026967809001) for Grimshaw Architects 401(K) Retirement Plan, reported by Grimshaw Services (Usa) Inc. under EIN 84-3172921 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014184932NAL0026967809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grimshaw Services (Usa) Inc.
- EIN
- 84-3172921
- Plan number
- 001
- Location
- New York, NY
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,362,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,362,267
- Employer contributions
- $346,806
- Participant contributions
- $761,928
- Total income / additions
- $2,937,757
- Benefits paid
- $390,849
- Administrative expenses
- $59,438
- Total expenses
- $450,287
- Net increase / (decrease)
- $2,487,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Trust Company | NONE | $50,116 | $0 |
| Gelman Pension Consulting, Inc. | NONE | $9,346 | not reported in the loaded dataset |
| L.M. Kohn & Company | NONE | $0 | $0 |