Grg Enterprises, LLC 401(K) Plan — Form 5500 plan (Grg Enterprises, 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, Grg Enterprises, LLC 401(K) Plan is a benefit plan reported by Grg Enterprises, LLC under EIN 61-1774107 and plan number 001. The latest loaded filing year is 2023. The filing reports 469 participants and $6,222,420 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grg Enterprises, LLC
- EIN
- 61-1774107
- Plan number
- 001
- Plan type
- 2
- Location
- Whitefish, MT
- Latest filing year
- 2023
- Participants
- 469
- End-of-year plan assets
- $6,222,420
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 469 | H, C | 20240815145722NAL0028094802001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,222,420
- Total liabilities (EOY)
- $6,822
- Net assets (EOY)
- $6,215,598
- Net assets (BOY)
- $4,940,670
Income & contributions
- Employer contributions
- $192,262
- Participant contributions
- $338,118
- Total contributions
- $530,380
- Total income / additions
- $1,546,915
Expenses & distributions
- Benefits paid
- $236,904
- Administrative expenses
- $35,083
- Total expenses
- $271,987
- Net increase / (decrease)
- $1,274,928
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $19,654 | $0 | 2023 |
| Randall & Hurley, Inc | CONTRACT ADMIN | $11,016 | $5,389 | 2023 |
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,927 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grg Enterprises, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Whitefish, MT
- Empower Annuity Insurance Company — Schedule C compensation
- Randall & Hurley, Inc — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation