2023 Form 5500 filing — Terrance Grant & Company 401 (K) Plan Qrp
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 20241015100201NAL0048750784002) for Terrance Grant & Company 401 (K) Plan Qrp, reported by Terrance Grant & Company 401 (K) Plan Qrp under EIN 16-1231900 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015100201NAL0048750784002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Terrance Grant & Company 401 (K) Plan Qrp
- EIN
- 16-1231900
- Plan number
- 001
- Location
- Olean, NY
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $216,621
- Net assets (EOY)
- $216,621
- Employer contributions
- $4,933
- Participant contributions
- $14,809
- Total income / additions
- $22,944
- Benefits paid
- $7,553
- Total expenses
- $7,553
- Net increase / (decrease)
- $15,391
- Schedule source
- Schedule I