Gramly & Associates Inc Retirement Paln — Form 5500 plan (Gramly And Associates, 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, Gramly & Associates Inc Retirement Paln is a benefit plan reported by Gramly And Associates, Inc under EIN 39-1819246 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $103,850 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gramly And Associates, Inc
- EIN
- 39-1819246
- Plan number
- 001
- Plan type
- 2
- Location
- Delavan, WI
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $103,850
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240317130006NAL0006730898001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $103,850
- Net assets (EOY)
- $103,850
- Net assets (BOY)
- $113,249
Income & contributions
- Total income / additions
- $18,498
Expenses & distributions
- Benefits paid
- $7,500
- Total expenses
- $27,897
- Net increase / (decrease)
- -$9,399
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.