Grebb, Johnson, Reed & Wachsmith 401k Plan — Form 5500 plan (Grebb Johnson Reed & Wachsmith, Llp)

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, Grebb, Johnson, Reed & Wachsmith 401k Plan is a benefit plan reported by Grebb Johnson Reed & Wachsmith, Llp under EIN 91-1278027 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $5,155,046 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Grebb Johnson Reed & Wachsmith, Llp
EIN
91-1278027
Plan number
001
Plan type
2
Location
Ellensburg, WA
Latest filing year
2023
Participants
14
End-of-year plan assets
$5,155,046

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314I20240806161200NAL0002707393001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$5,155,046
Net assets (EOY)
$5,155,046
Net assets (BOY)
$4,013,736

Income & contributions

Employer contributions
$38,523
Participant contributions
$148,012
Total income / additions
$1,170,150

Expenses & distributions

Benefits paid
$28,840
Total expenses
$28,840
Net increase / (decrease)
$1,141,310

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages