Plan5500

Grappone Companies 401(K) Plan And Trust — Form 5500 plan (Grappone Mgmt. Co., Inc.)

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, Grappone Companies 401(K) Plan And Trust is a benefit plan reported by Grappone Mgmt. Co., Inc. under EIN 02-0377479 and plan number 002. The latest loaded filing year is 2023. The filing reports 385 participants and $31,941,049 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Grappone Mgmt. Co., Inc.
EIN
02-0377479
Plan number
002
Plan type
2
Location
Concord, NH
Latest filing year
2023
Participants
385
End-of-year plan assets
$31,941,049

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023385H, C20240903134615NAL0010584323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,941,049
Total liabilities (EOY)
$0
Net assets (EOY)
$31,941,049
Net assets (BOY)
$26,312,223

Income & contributions

Employer contributions
$632,510
Participant contributions
$1,779,261
Total contributions
$2,610,109
Total income / additions
$6,847,167

Expenses & distributions

Benefits paid
$1,123,356
Administrative expenses
$86,447
Total expenses
$1,218,341
Net increase / (decrease)
$5,628,826

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial RpcpNONE$45,041not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$42,956$02023

Related Form 5500 pages