2023 Form 5500 filing — Gid Investment Advisers LLC Savings & Retirement 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 20240730115851NAL0019976529001) for Gid Investment Advisers LLC Savings & Retirement Plan, reported by Gid Investment Advisers LLC under EIN 80-0081966 and plan number 002. It reports 1,605 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730115851NAL0019976529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gid Investment Advisers LLC
- EIN
- 80-0081966
- Plan number
- 002
- Location
- Boston, MA
- Participants
- 1,605
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $122,575,644
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $122,575,644
- Employer contributions
- $3,097,416
- Participant contributions
- $9,684,032
- Total income / additions
- $32,285,037
- Benefits paid
- $10,659,289
- Administrative expenses
- $215,169
- Total expenses
- $10,874,875
- Net increase / (decrease)
- $21,410,162
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $200,515 | $0 |
| Mma Securities LLC | INVESTMENT ADVISORY | $1,153 | $37,000 |
| Britt & Company Cpa LLC | ACCOUNTANT | $13,500 | not reported in the loaded dataset |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $0 | $10,671 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |