Grimm Industries Retirement Plan — Form 5500 plan (Grimm Industries, 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, Grimm Industries Retirement Plan is a benefit plan reported by Grimm Industries, Inc. under EIN 25-1236084 and plan number 002. The latest loaded filing year is 2023. The filing reports 115 participants and $2,139,975 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.1MPlan net assets, end of year$2,139,975
Participants115Covered participants reported
Assets / participant$18.6KComputed: assets ÷ participants$18,608 (computed)
Provider compensationNone reported
Plan sponsor
Grimm Industries, Inc.
EIN
25-1236084
Plan number
002
Plan type
2
Location
Fairview, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023115I20240729102256NAL0010949315001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$522.4K
Total expenses$354.9K
Benefits paid / distributions$317.7K
Contributions
Employer$15.5K
Participant$125.9K
Full reported line items

Net assets

Total assets (EOY)
$2,139,975
Total liabilities (EOY)
$0
Net assets (EOY)
$2,139,975
Net assets (BOY)
$1,972,473

Income & contributions

Employer contributions
$15,456
Participant contributions
$125,902
Total income / additions
$522,426

Expenses & distributions

Benefits paid
$317,712
Administrative expenses
$22,181
Total expenses
$354,924
Net increase / (decrease)
$167,502
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 11%Participant 89%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income61%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages