Granite Peak 401(K) Profit Sharing Plan — Form 5500 plan (Granite Peak Development Management, 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, Granite Peak 401(K) Profit Sharing Plan is a benefit plan reported by Granite Peak Development Management, Inc. under EIN 46-1558644 and plan number 001. The latest loaded filing year is 2023. The filing reports 405 participants and $4,731,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Granite Peak Development Management, Inc.
- EIN
- 46-1558644
- Plan number
- 001
- Plan type
- 2
- Location
- Casper, WY
- Latest filing year
- 2023
- Participants
- 405
- End-of-year plan assets
- $4,731,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 405 | H, C | 20241015094228NAL0016076483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,731,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,731,907
- Net assets (BOY)
- $3,279,663
Income & contributions
- Employer contributions
- $369,689
- Participant contributions
- $585,196
- Total contributions
- $975,709
- Total income / additions
- $1,741,192
Expenses & distributions
- Benefits paid
- $248,511
- Administrative expenses
- $40,437
- Total expenses
- $288,948
- Net increase / (decrease)
- $1,452,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISOR | $13,496 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $9,298 | $0 | 2023 |
| Axios Advisory Group Ltd | CONTRACT ADMIN | $8,965 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $6,694 | not reported in the loaded dataset | 2023 |
| Advised Assets Group | INVESTMENT MGMT | $3,239 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Granite Peak Development Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WY
- 401(k) and benefit plan filings in Casper, WY
- Global Retirement Partners — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation
- Axios Advisory Group Ltd — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Advised Assets Group — Schedule C compensation