Richard Grubb & Associates 401(K) Plan — Form 5500 plan (Richard Grubb & Associates, 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, Richard Grubb & Associates 401(K) Plan is a benefit plan reported by Richard Grubb & Associates, Inc. under EIN 22-2892560 and plan number 001. The latest loaded filing year is 2023. The filing reports 64 participants and $4,598,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Richard Grubb & Associates, Inc.
- EIN
- 22-2892560
- Plan number
- 001
- Plan type
- 2
- Location
- Cranbury, NJ
- Latest filing year
- 2023
- Participants
- 64
- End-of-year plan assets
- $4,598,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 64 | I | 20241015144749NAL0028813281001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,598,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,598,894
- Net assets (BOY)
- $3,552,679
Income & contributions
- Employer contributions
- $103,264
- Participant contributions
- $349,991
- Total income / additions
- $1,118,969
Expenses & distributions
- Benefits paid
- $72,614
- Administrative expenses
- $140
- Total expenses
- $72,754
- Net increase / (decrease)
- $1,046,215
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.