Herbert, Rowland & Grubic, Inc. Profit Sharing And Savings Plan — Form 5500 plan (Herbert, Rowland & Grubic, 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, Herbert, Rowland & Grubic, Inc. Profit Sharing And Savings Plan is a benefit plan reported by Herbert, Rowland & Grubic, Inc. under EIN 23-1609730 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $46,096,900 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herbert, Rowland & Grubic, Inc.
- EIN
- 23-1609730
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $46,096,900
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20241015090803NAL0048600848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,096,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,096,900
- Net assets (BOY)
- $35,643,704
Income & contributions
- Employer contributions
- $505,056
- Participant contributions
- $2,790,558
- Total contributions
- $4,821,982
- Total income / additions
- $12,166,741
Expenses & distributions
- Benefits paid
- $1,658,049
- Administrative expenses
- $55,496
- Total expenses
- $1,713,545
- Net increase / (decrease)
- $10,453,196
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,495 | $0 | 2023 |
| Institutional Investment Consulting | CONSULTANT | $0 | $5,000 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Herbert, Rowland & Grubic, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Principal Life Insurance Company — Schedule C compensation
- Institutional Investment Consulting — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation