2023 Form 5500 filing — Central National Gottesman Inc Profit Sharing 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 20240513155529NAL0036827985001) for Central National Gottesman Inc Profit Sharing Plan, reported by Central National Gottesman Inc under EIN 13-0425246 and plan number 002. It reports 416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240513155529NAL0036827985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central National Gottesman Inc
- EIN
- 13-0425246
- Plan number
- 002
- Location
- Purchase, NY
- Participants
- 416
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $105,742,816
- Total liabilities (EOY)
- $1,104,279
- Net assets (EOY)
- $104,638,537
- Employer contributions
- $2,799,707
- Participant contributions
- $832,119
- Total income / additions
- $31,121,797
- Benefits paid
- $10,167,739
- Administrative expenses
- $1,183,245
- Total expenses
- $11,350,984
- Net increase / (decrease)
- $19,770,813
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greenhaven Associates | CTRL BY DIR & SH OF CO. | $887,665 | not reported in the loaded dataset |
| Brave Warrior Advisors, LLC | NONE | $171,185 | not reported in the loaded dataset |
| Crowe Llp | NONE | $32,905 | not reported in the loaded dataset |
| Jpmorgan Chase | NONE | $18,090 | not reported in the loaded dataset |
| Cap Trust | NONE | $14,375 | not reported in the loaded dataset |