Gielow Groom Terpstra & Mcevoy Plc Retirement Plan — Form 5500 plan (Gielow Groom Terpstra & Mcevoy Plc Retirement Plan)

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, Gielow Groom Terpstra & Mcevoy Plc Retirement Plan is a benefit plan reported by Gielow Groom Terpstra & Mcevoy Plc Retirement Plan under EIN 45-4946332 and plan number 001. The latest loaded filing year is 2023. The filing reports 17 participants and $2,092,151 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.1MPlan net assets, end of year$2,092,151
Participants17Covered participants reported
Assets / participant$123.1KComputed: assets ÷ participants$123,068 (computed)
Provider compensationNone reported
Plan sponsor
Gielow Groom Terpstra & Mcevoy Plc Retirement Plan
EIN
45-4946332
Plan number
001
Plan type
2
Location
Norton Shores, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202317I20241009145818NAL0018596177001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities
Money in vs. money out
Total income / additions$1.1M
Total expenses$18.2K
Benefits paid / distributions$18.2K
Contributions
Employer$40.8K
Participant$109.7K
Full reported line items

Net assets

Total assets (EOY)
$2,092,151
Net assets (EOY)
$2,092,151
Net assets (BOY)
$1,033,874

Income & contributions

Employer contributions
$40,816
Participant contributions
$109,650
Total income / additions
$1,076,483

Expenses & distributions

Benefits paid
$18,206
Total expenses
$18,206
Net increase / (decrease)
$1,058,277
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income2%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages