Herbert Rowland & Grubic, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Herbert Rowland & Grubic, Inc. under EIN 23-1609730 and plan number 002. The latest loaded filing year is 2023. The filing reports 339 participants and $41,660,610 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
- 002
- Plan type
- 2
- Location
- Pa, PA
- Latest filing year
- 2023
- Participants
- 339
- End-of-year plan assets
- $41,660,610
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 339 | H | 20241014153837NAL0054237426001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,660,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,660,610
- Net assets (BOY)
- $32,679,508
Income & contributions
- Employer contributions
- $1,486,526
- Total contributions
- $1,486,526
- Total income / additions
- $10,345,557
Expenses & distributions
- Benefits paid
- $1,364,455
- Administrative expenses
- $0
- Total expenses
- $1,364,455
- Net increase / (decrease)
- $8,981,102
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.