Plan5500

Grimmway Enterprises 401(K) Plan — Form 5500 plan (Grimmway Enterprises, 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, Grimmway Enterprises 401(K) Plan is a benefit plan reported by Grimmway Enterprises, Inc. under EIN 77-0325482 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,396 participants and $58,679,071 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Grimmway Enterprises, Inc.
EIN
77-0325482
Plan number
002
Plan type
2
Location
Arvin, CA
Latest filing year
2023
Participants
2,396
End-of-year plan assets
$58,679,071

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,396H, C20241008111406NAL0029636560001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,679,071
Total liabilities (EOY)
$0
Net assets (EOY)
$58,679,071
Net assets (BOY)
$49,576,819

Income & contributions

Employer contributions
$1,194,407
Participant contributions
$2,715,963
Total contributions
$4,259,018
Total income / additions
$13,468,123

Expenses & distributions

Benefits paid
$4,200,680
Administrative expenses
$214,206
Total expenses
$4,414,886
Net increase / (decrease)
$9,053,237

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$143,755$02023
Morgan Stanley - Advisory Fee BilliCONSULTANT$70,383not reported in the loaded dataset2023

Related Form 5500 pages