Growthzone LLC 401(K) Plan — Form 5500 plan (Growthzone 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, Growthzone LLC 401(K) Plan is a benefit plan reported by Growthzone LLC under EIN 41-1845306 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $2,064,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Growthzone LLC
- EIN
- 41-1845306
- Plan number
- 001
- Plan type
- 2
- Location
- Nisswa, MN
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $2,064,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20251015181324NAL0002854675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,064,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,064,720
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $371,401
- Participant contributions
- $762,341
- Total contributions
- $1,885,204
- Total income / additions
- $2,073,050
Expenses & distributions
- Benefits paid
- $3,217
- Administrative expenses
- $5,113
- Total expenses
- $8,330
- Net increase / (decrease)
- $2,064,720
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 2023 |