Grs Management Associates 401(K) Plan — Form 5500 plan (Grs Management Associates, 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, Grs Management Associates 401(K) Plan is a benefit plan reported by Grs Management Associates, Inc. under EIN 65-0891672 and plan number 001. The latest loaded filing year is 2023. The filing reports 330 participants and $1,990,329 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Grs Management Associates, Inc.
EIN
65-0891672
Plan number
001
Plan type
2
Location
Lake Worth, FL
Latest filing year
2023
Participants
330
End-of-year plan assets
$1,990,329

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023330H, C20240909093356NAL0008917746001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,990,329
Total liabilities (EOY)
$0
Net assets (EOY)
$1,990,329
Net assets (BOY)
$1,558,091

Income & contributions

Participant contributions
$464,323
Total contributions
$464,323
Total income / additions
$723,396

Expenses & distributions

Benefits paid
$279,443
Administrative expenses
$11,715
Total expenses
$291,158
Net increase / (decrease)
$432,238

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment & Advisory SvcsADVISOR$0$8,8112023
Cbiz Benefits & Ins Services IncTPA$0$8412023

Related Form 5500 pages