Grand Fitness Mgmt, LLC 401(K) Plan — Form 5500 plan (Grand Fitness Mgmt, LLC)
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, Grand Fitness Mgmt, LLC 401(K) Plan is a benefit plan reported by Grand Fitness Mgmt, LLC under EIN 27-2434766 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $4,551,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grand Fitness Mgmt, LLC
- EIN
- 27-2434766
- Plan number
- 001
- Plan type
- 2
- Location
- Toms River, NJ
- Latest filing year
- 2023
- Participants
- 261
- End-of-year plan assets
- $4,551,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 261 | I, C | 20240925091402NAL0028595074001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,551,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,551,237
- Net assets (BOY)
- $3,648,743
Income & contributions
- Employer contributions
- $149,989
- Participant contributions
- $291,919
- Total income / additions
- $1,005,029
Expenses & distributions
- Benefits paid
- $101,095
- Administrative expenses
- $1,440
- Total expenses
- $102,535
- Net increase / (decrease)
- $902,494
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Private Advisor Group, LLC | INVESTMENT ADVISOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Bleakley Financial Group, Ll | INVESTMENT ADVISOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Prime Pensions, Inc. | TPA SERVICE PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Morningstar | INVESTMENT ADVISOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grand Fitness Mgmt, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Toms River, NJ
- Private Advisor Group, LLC — Schedule C compensation
- Bleakley Financial Group, Ll — Schedule C compensation
- Prime Pensions, Inc. — Schedule C compensation
- Morningstar — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation