2023 Form 5500 filing — Trust Under Grier School 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 20241114163945NAL0028386272001) for Trust Under Grier School Plan, reported by Grier Foundation under EIN 23-1517016 and plan number 004. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241114163945NAL0028386272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grier Foundation
- EIN
- 23-1517016
- Plan number
- 004
- Location
- Tyrone, PA
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,034,727
- Net assets (EOY)
- $3,034,727
- Total income / additions
- $271,165
- Benefits paid
- $110,511
- Total expenses
- $110,511
- Net increase / (decrease)
- $160,654
- Schedule source
- Schedule I