2023 Form 5500 filing — Generations-Gaither 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 20240823111715NAL0013017986001) for Generations-Gaither 401(K) Plan, reported by Generations-Gaither, Inc. under EIN 62-1797872 and plan number 001. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823111715NAL0013017986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Generations-Gaither, Inc.
- EIN
- 62-1797872
- Plan number
- 001
- Location
- Mcminnville, TN
- Participants
- 236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $959,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $959,634
- Employer contributions
- $245,996
- Participant contributions
- $296,079
- Total income / additions
- $649,449
- Benefits paid
- $55,659
- Administrative expenses
- $15,381
- Total expenses
- $71,040
- Net increase / (decrease)
- $578,409
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Truist Investment Services Inc | INVESTMENT ADVISORY | $12,656 | not reported in the loaded dataset |
| Stones River Consulting, Inc. | OTHER FEES | $2,725 | not reported in the loaded dataset |