2023 Form 5500 filing — Gerkin Windows & Doors 401(K) P/S 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 20240717161506NAL0004732529002) for Gerkin Windows & Doors 401(K) P/S Plan, reported by Gerkin Windows & Doors under EIN 42-1368811 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717161506NAL0004732529002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gerkin Windows & Doors
- EIN
- 42-1368811
- Plan number
- 001
- Location
- Sioux City, IA
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,696,169
- Net assets (EOY)
- $15,696,169
- Employer contributions
- $1,005,820
- Participant contributions
- $665,087
- Total income / additions
- $3,817,582
- Benefits paid
- $504,108
- Administrative expenses
- $49,919
- Total expenses
- $554,027
- Net increase / (decrease)
- $3,263,555
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Security National Bank | TRUSTEE | $45,838 | not reported in the loaded dataset |
| Charles Schwab Bank | CUSTODIAN | $4,081 | not reported in the loaded dataset |
| Charles Schwab & Co Inc | CUSTODIAN | $0 | $0 |