Retirement Plan Of Granite State Independent Living — Form 5500 plan (Granite State Independent Living)

Plain-English plan 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, Retirement Plan Of Granite State Independent Living is a benefit plan reported by Granite State Independent Living under EIN 02-0350170 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,043 participants and $3,563,353 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Granite State Independent Living
EIN
02-0350170
Plan number
002
Plan type
2
Location
Concord, NH
Latest filing year
2023
Participants
1,043
End-of-year plan assets
$3,563,353

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,043H, C20241015151012NAL0030110081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,563,353
Total liabilities (EOY)
$0
Net assets (EOY)
$3,563,353
Net assets (BOY)
$3,143,061

Income & contributions

Employer contributions
$111,754
Participant contributions
$295,500
Total contributions
$503,701
Total income / additions
$1,025,225

Expenses & distributions

Benefits paid
$568,245
Administrative expenses
$36,688
Total expenses
$604,933
Net increase / (decrease)
$420,292

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$28,581$02023
Nathan Wechsler & Company, P.A.AUDITOR$8,000$02023

Related Form 5500 pages