Gravie, Inc. 401k Plan — Form 5500 plan (Gravie, 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, Gravie, Inc. 401k Plan is a benefit plan reported by Gravie, Inc. under EIN 46-2944277 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $10,586,473 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gravie, Inc.
EIN
46-2944277
Plan number
001
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
298
End-of-year plan assets
$10,586,473

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023298H, C20240712054046NAL0017192033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,586,473
Total liabilities (EOY)
$0
Net assets (EOY)
$10,586,473
Net assets (BOY)
$5,108,146

Income & contributions

Employer contributions
$558,830
Participant contributions
$2,621,436
Total contributions
$4,518,858
Total income / additions
$5,910,151

Expenses & distributions

Benefits paid
$410,236
Administrative expenses
$18,015
Total expenses
$431,824
Net increase / (decrease)
$5,478,327

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Great Valley Advisor Group, Inc.INVESTMENT/FINANCIAL ADVI$9,335$02023
Adp, Inc.RECORD KEEPER$4,516$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages