2023 Form 5500 filing — Retirement Plan Of Granite State Independent Living
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 20241015151012NAL0030110081001) for Retirement Plan Of Granite State Independent Living, reported by Granite State Independent Living under EIN 02-0350170 and plan number 002. It reports 1,043 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151012NAL0030110081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Granite State Independent Living
- EIN
- 02-0350170
- Plan number
- 002
- Location
- Concord, NH
- Participants
- 1,043
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,563,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,563,353
- Employer contributions
- $111,754
- Participant contributions
- $295,500
- Total income / additions
- $1,025,225
- Benefits paid
- $568,245
- Administrative expenses
- $36,688
- Total expenses
- $604,933
- Net increase / (decrease)
- $420,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $28,581 | $0 |
| Nathan Wechsler & Company, P.A. | AUDITOR | $8,000 | $0 |