Groundswell 401(K) Plan — Form 5500 plan (Groundswell)
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, Groundswell 401(K) Plan is a benefit plan reported by Groundswell under EIN 20-0318030 and plan number 001. The latest loaded filing year is 2023. The filing reports 477 participants and $28,225,001 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Groundswell
- EIN
- 20-0318030
- Plan number
- 001
- Plan type
- 2
- Location
- Mclean, VA
- Latest filing year
- 2023
- Participants
- 477
- End-of-year plan assets
- $28,225,001
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 477 | H, C | 20240815141128NAL0022609792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,225,001
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,225,001
- Net assets (BOY)
- $18,892,055
Income & contributions
- Employer contributions
- $1,490,140
- Participant contributions
- $3,698,435
- Total contributions
- $6,026,570
- Total income / additions
- $10,298,576
Expenses & distributions
- Benefits paid
- $3,497,617
- Administrative expenses
- $52,731
- Total expenses
- $3,572,582
- Net increase / (decrease)
- $6,725,994
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $41,269 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $1 | not reported in the loaded dataset | 2023 |
| Trp Grth Stock Adv - T.Rowe Price S | FUND | $0 | $0 | 2023 |
| Causeway Intl Val Is - Ss&C Gids, I | FUND | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Groundswell
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Mclean, VA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Trp Grth Stock Adv - T.Rowe Price S — Schedule C compensation
- Causeway Intl Val Is - Ss&C Gids, I — Schedule C compensation