2023 Form 5500 filing — Giles & Giles 401k

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 20240817161637NAL0008825779001) for Giles & Giles 401k, reported by Giles & Giles, Inc. under EIN 84-1848954 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240817161637NAL0008825779001
Filing year
2023
Form type
2
Plan sponsor
Giles & Giles, Inc.
EIN
84-1848954
Plan number
001
Location
Cantonment, FL
Participants
1
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$645,932
Total liabilities (EOY)
$0
Net assets (EOY)
$645,932
Employer contributions
$0
Participant contributions
$0
Total income / additions
$393,179
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$393,179
Schedule source
Schedule I

Related Form 5500 pages