2023 Form 5500 filing — G & L Davis Meat Co. Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240301070409NAL0016313393001) for G & L Davis Meat Co. Inc. 401(K) Plan, reported by G & L Davis Meat Co., Inc. under EIN 16-1163318 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240301070409NAL0016313393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- G & L Davis Meat Co., Inc.
- EIN
- 16-1163318
- Plan number
- 001
- Location
- Syracuse, NY
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,531,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,531,358
- Employer contributions
- $294,164
- Participant contributions
- $738,510
- Total income / additions
- $2,832,317
- Benefits paid
- $1,445,006
- Administrative expenses
- $4,666
- Total expenses
- $1,449,672
- Net increase / (decrease)
- $1,382,645
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pinnacle Investments Inc | OTHER SERVICES | $0 | $38,623 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,732 | $0 |
| Pinnacle Investments LLC | OTHER SERVICES | $0 | $29,127 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,666 | $0 |