Terrance Grant & Company 401 (K) Plan Qrp — Form 5500 plan (Terrance Grant & Company 401 (K) Plan Qrp)
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, Terrance Grant & Company 401 (K) Plan Qrp is a benefit plan reported by Terrance Grant & Company 401 (K) Plan Qrp under EIN 16-1231900 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $216,621 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Terrance Grant & Company 401 (K) Plan Qrp
- EIN
- 16-1231900
- Plan number
- 001
- Plan type
- 2
- Location
- Olean, NY
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $216,621
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20241015100201NAL0048750784002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $216,621
- Net assets (EOY)
- $216,621
- Net assets (BOY)
- $201,230
Income & contributions
- Employer contributions
- $4,933
- Participant contributions
- $14,809
- Total income / additions
- $22,944
Expenses & distributions
- Benefits paid
- $7,553
- Total expenses
- $7,553
- Net increase / (decrease)
- $15,391
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.