2023 Form 5500 filing — Kevane Grant Thornton 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 20241018134732NAL0019225715001) for Kevane Grant Thornton Retirement Plan, reported by Kevane Grant Thornton, Llp under EIN 66-0563256 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241018134732NAL0019225715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kevane Grant Thornton, Llp
- EIN
- 66-0563256
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,226,060
- Total liabilities (EOY)
- $2,737
- Net assets (EOY)
- $12,223,323
- Employer contributions
- $170,231
- Participant contributions
- $732,647
- Total income / additions
- $2,455,573
- Benefits paid
- $54,633
- Administrative expenses
- $0
- Total expenses
- $54,633
- Net increase / (decrease)
- $2,400,940
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $75,440 | $6,062 |
| Investment Planners, Inc. | INVESTMENT ADVISOR | $0 | $38,005 |