Grammer 401(K) Plan — Form 5500 plan (Grammer 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, Grammer 401(K) Plan is a benefit plan reported by Grammer Inc. under EIN 41-1280872 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,170 participants and $50,746,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grammer Inc.
- EIN
- 41-1280872
- Plan number
- 001
- Plan type
- 2
- Location
- Plymouth, MI
- Latest filing year
- 2023
- Participants
- 1,170
- End-of-year plan assets
- $50,746,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,170 | H, C | 20241015111736NAL0016214915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,746,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,746,805
- Net assets (BOY)
- $52,589,912
Income & contributions
- Employer contributions
- $1,030,147
- Participant contributions
- $3,076,607
- Total contributions
- $4,949,020
- Total income / additions
- $12,610,063
Expenses & distributions
- Benefits paid
- $14,242,294
- Administrative expenses
- $146,216
- Total expenses
- $14,559,736
- Net increase / (decrease)
- -$1,949,673
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $70,978 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $38,262 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $35,434 | $0 | 2023 |
| Pentegra Services Inc | CONTRACT ADMIN | $1,042 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grammer Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Plymouth, MI
- Cbiz Investment Advisory Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Pentegra Services Inc — Schedule C compensation
- Cbiz Benefits & Ins Services Inc — Schedule C compensation