2023 Form 5500 filing — Gcm 401(K) 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 20240822133739NAL0009093104001) for Gcm 401(K) Plan, reported by Gcm Medical And Oem, Inc. under EIN 94-2881953 and plan number 003. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822133739NAL0009093104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gcm Medical And Oem, Inc.
- EIN
- 94-2881953
- Plan number
- 003
- Location
- Union City, CA
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,799,028
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,799,028
- Employer contributions
- $374,016
- Participant contributions
- $1,125,278
- Total income / additions
- $3,246,480
- Benefits paid
- $1,580,439
- Administrative expenses
- $49,839
- Total expenses
- $1,630,524
- Net increase / (decrease)
- $1,615,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $35,510 | $0 |
| United Planners Financial Services | BROKER/ADVISOR | $0 | $32,360 |
| Shore Tompkins Actuarial Resources | CONTRACT ADMINISTRATOR | $2,775 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,202 | not reported in the loaded dataset |