Original filing (PDF)20230604171707NAL0015882723001

JOHN K GRUBB PC

Name: JOHN K GRUBB PC — JOHN K GRUBB PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: JOHN K GRUBB PC

Form 5500-SF

FILING_RECEIVED

JOHN K GRUBB PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN K GRUBB PC.

Plan sponsor

Name

JOHN K GRUBB PC

EIN

76-0343705

Address

2520 ROBINHOOD ST APT 500 · HOUSTON, TX · 770052553

Phone

(713) 702-1808

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-04

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

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BR ENTERPRISES LLC

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SUPERIOR SPORTS

$66K · 54 participants

HAGAN HOME SERVICES LLC

HAGAN HOME SERVICES

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