High Grade 401k Retirement Plan — Form 5500 plan (High Grade Materials Company)
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, High Grade 401k Retirement Plan is a benefit plan reported by High Grade Materials Company under EIN 38-1746621 and plan number 001. The latest loaded filing year is 2023. The filing reports 380 participants and $12,888,260 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- High Grade Materials Company
- EIN
- 38-1746621
- Plan number
- 001
- Plan type
- 3
- Location
- Greenville, MI
- Latest filing year
- 2023
- Participants
- 380
- End-of-year plan assets
- $12,888,260
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 380 | H, C | 20241014105937NAL0027097425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,888,260
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,888,260
- Net assets (BOY)
- $11,244,542
Income & contributions
- Employer contributions
- $458,227
- Participant contributions
- $1,151,578
- Total contributions
- $1,718,035
- Total income / additions
- $3,351,852
Expenses & distributions
- Benefits paid
- $1,637,829
- Administrative expenses
- $70,305
- Total expenses
- $1,708,134
- Net increase / (decrease)
- $1,643,718
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stifel, Nicolas, & Co. Inc. | RIA | $28,895 | $0 | 2023 |
| John Hancock Life Insurance Co Usa | RECORDKEEPER | $0 | $0 | 2023 |