Grove Manor 401k Plan — Form 5500 plan (Grove Manor)
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, Grove Manor 401k Plan is a benefit plan reported by Grove Manor under EIN 25-1201255 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $2,830,095 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grove Manor
- EIN
- 25-1201255
- Plan number
- 001
- Plan type
- 2
- Location
- Grove City, PA
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $2,830,095
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20240924161231NAL0013039537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,830,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,830,095
- Net assets (BOY)
- $2,838,344
Income & contributions
- Employer contributions
- $217,324
- Participant contributions
- $262,719
- Total contributions
- $480,043
- Total income / additions
- $923,238
Expenses & distributions
- Benefits paid
- $887,247
- Administrative expenses
- $44,240
- Total expenses
- $931,487
- Net increase / (decrease)
- -$8,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus | RECORD-KEEPER | $20,486 | not reported in the loaded dataset | 2023 |
| Cetera Advisor Networks | INVESTMENT ADVISOR | $16,892 | not reported in the loaded dataset | 2023 |
| Baker Tilly Vantagen LLC | THIRD PARTY ADMIN. | $6,400 | not reported in the loaded dataset | 2023 |