Gee Whiz Ii, 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, Gee Whiz Ii, LLC (EIN 84-2651299) is a plan sponsor located in Orondo, WA 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
84-2651299
Location
Orondo, WA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,803,827
Total reported liabilities (EOY)
$3,077
Total reported net assets (EOY)
$8,800,750

Contributions & income

Employer contributions
$534,166
Participant contributions
$803,305
Total income / additions
$2,454,956

Expenses & distributions

Benefits paid / distributions
$534,170
Total expenses
$594,208
Net increase / (decrease)
$1,860,748

Coverage

Total reported participants
758
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Gee Whiz Ii, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Auvil Fruit 401(K) Plan001579$8,803,8272023
Gee Whiz Ii, LLC Employee Health Benefit Plan501179not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Gee Whiz Ii, LLC
YearPlanParticipantsSchedulesFiling
2023Auvil Fruit 401(K) Plan579H, C20241015110548NAL0014453299001
2023Gee Whiz Ii, LLC Employee Health Benefit Plan17920241112160339NAL0009383139001

Related Form 5500 pages