2023 Form 5500 filing — Gallegos Masonry, Inc. 401k 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 20240724161806NAL0007636771001) for Gallegos Masonry, Inc. 401k Plan, reported by Gallegos Masonry, Inc. under EIN 84-0741521 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.8MReported net assets$13,817,500
Participants217
Provider compensation$12K1 Schedule C row(s)$11,977
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240724161806NAL0007636771001
Plan sponsor
Gallegos Masonry, Inc.
EIN
84-0741521
Plan number
001
Location
Vail, CO
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.8M total assets
Net assets$13.8MLiabilities$32.1K
Money in vs. money out
Total income / additions$3M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$212.9K
Participant$671.8K
Full reported line items
Total assets (EOY)
$13,849,649
Total liabilities (EOY)
$32,149
Net assets (EOY)
$13,817,500
Employer contributions
$212,912
Participant contributions
$671,771
Total income / additions
$2,963,657
Benefits paid
$1,381,544
Administrative expenses
$11,977
Total expenses
$1,425,670
Net increase / (decrease)
$1,537,987

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Jocelyn Pension Consulting, LLCNONE$11,977not reported in the loaded dataset

Related Form 5500 pages