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, Grassi & Co. 401(K) Plan is a benefit plan reported by Grassi & Co., Cpas, P.C. under EIN 11-3266576 and plan number 001. The latest loaded filing year is 2023. The filing reports 513 participants and $43,426,324 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,426,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,426,324
- Net assets (BOY)
- $36,918,414
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $4,168,262
- Total contributions
- $5,597,695
- Total income / additions
- $11,707,004
Expenses & distributions
- Benefits paid
- $5,157,222
- Administrative expenses
- $41,872
- Total expenses
- $5,199,094
- Net increase / (decrease)
- $6,507,910