Harold Grinspoon Foundation 401(K) Savings Plan — Form 5500 plan (Harold Grinspoon Foundation)
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, Harold Grinspoon Foundation 401(K) Savings Plan is a benefit plan reported by Harold Grinspoon Foundation under EIN 04-6685725 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $10,436,486 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harold Grinspoon Foundation
- EIN
- 04-6685725
- Plan number
- 001
- Plan type
- 2
- Location
- Agawam, MA
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $10,436,486
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20241010130942NAL0011489443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,436,486
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,436,486
- Net assets (BOY)
- $7,771,361
Income & contributions
- Employer contributions
- $506,276
- Participant contributions
- $1,177,442
- Total contributions
- $1,693,685
- Total income / additions
- $3,299,997
Expenses & distributions
- Benefits paid
- $588,956
- Administrative expenses
- $45,916
- Total expenses
- $634,872
- Net increase / (decrease)
- $2,665,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $25,823 | $0 | 2023 |
| Ubs Financial Services Inc | OTHER | $20,093 | not reported in the loaded dataset | 2023 |