Plan5500

Grefco Minerals Inc Pension Plan For Non-Salaried — Form 5500 plan (Grefco Minerals Inc Barbara Hladik)

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, Grefco Minerals Inc Pension Plan For Non-Salaried is a benefit plan reported by Grefco Minerals Inc Barbara Hladik under EIN 95-4554878 and plan number 008. The latest loaded filing year is 2023. The filing reports 140 participants and $4,299,577 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Grefco Minerals Inc Barbara Hladik
EIN
95-4554878
Plan number
008
Plan type
2
Location
Conshohocken, PA
Latest filing year
2023
Participants
140
End-of-year plan assets
$4,299,577

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20240726094607NAL0015242993005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,299,577
Total liabilities (EOY)
$13,500
Net assets (EOY)
$4,286,077
Net assets (BOY)
$3,961,401

Income & contributions

Total income / additions
$591,803

Expenses & distributions

Benefits paid
$212,916
Administrative expenses
$54,211
Total expenses
$267,127
Net increase / (decrease)
$324,676

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Definiti Retirement Plan ServicesNONE$27,270not reported in the loaded dataset2023
Morison CogenNONE$13,000not reported in the loaded dataset2023
Reliance Trust CompanyNONE$5,493not reported in the loaded dataset2023

Related Form 5500 pages