Plan5500

G I Associates LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, G I Associates LLC (EIN 39-1994360) is a plan sponsor located in Milwaukee, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-1994360
Location
Milwaukee, WI
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$75.3MSummed across loaded plans$75,326,724
Total reported assets$75.3M$75,327,105
Total reported participants988
Total reported liabilities$381

Reported net position

Reported assets = net assets + liabilities (summed)$75.3M total assets
Net assets$75.3MLiabilities$381
Contributions & income
Employer contributions$3.4M
Participant contributions$1.8M
Total income / additions$16.7M
Expenses & distributions
Benefits paid / distributions$11.6M
Total expenses$11.9M
Net increase / (decrease)$4.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets77%Gi Associates, LLC 401(K) Profit Sharing Plan And Trust 006 Gis
Participants per plan329Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Gi Associates, LLC 401(K) Profit Sharing Plan And Trust 006 Gis$58.3M
    Plan #006 · 339 participants · 2023
  2. 2
    G.I. Associates, LLC Defined Benefit Pension Plan And Trust$17.1M
    Plan #101 · 365 participants · 2023
  3. 3
    G I Associates LLC Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 284 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for G I Associates LLC
YearPlanParticipantsSchedulesFiling
2023Gi Associates, LLC 401(K) Profit Sharing Plan And Trust 006 Gis339H, C20240926111436NAL0000677521001
2023G.I. Associates, LLC Defined Benefit Pension Plan And Trust365H, C20240930095111NAL0010858706001
2023G I Associates LLC Welfare Benefit Plan284—20250929080935NAL0014917043001

Related Form 5500 pages