Granite Comfort Lp 401(K) Plan — Form 5500 plan (Granite Comfort Lp)
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 Comfort Lp 401(K) Plan is a benefit plan reported by Granite Comfort Lp under EIN 84-1883539 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $7,307,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Granite Comfort Lp
- EIN
- 84-1883539
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 341
- End-of-year plan assets
- $7,307,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20241015162836NAL0016878707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,307,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,307,524
- Net assets (BOY)
- $4,582,714
Income & contributions
- Employer contributions
- $698,802
- Participant contributions
- $1,285,725
- Total contributions
- $2,167,586
- Total income / additions
- $3,205,270
Expenses & distributions
- Benefits paid
- $719,189
- Administrative expenses
- $44,739
- Total expenses
- $763,928
- Net increase / (decrease)
- $2,441,342
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $26,399 | $0 | 2023 |
| Bowline Financial LLC | INVESTMENT/FINANCIAL ADVI | $18,340 | $0 | 2023 |
| Bowline Financial LLC | INVESTMENT/FINANCIAL ADVI | $18,339 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |