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, Grote Enterprises, LLC Retirement Savings Plan is a benefit plan reported by Grote Enterprises, LLC under EIN 31-1575000 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $12,660,039 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,660,039
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,660,039
- Net assets (BOY)
- $12,153,108
Income & contributions
- Employer contributions
- $343,999
- Participant contributions
- $945,502
- Total contributions
- $1,312,113
- Total income / additions
- $3,208,930
Expenses & distributions
- Benefits paid
- $2,575,224
- Administrative expenses
- $79,674
- Total expenses
- $2,701,999
- Net increase / (decrease)
- $506,931