2023 Form 5500 filing — Giant Bicycle 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 20240830154024NAL0008457539001) for Giant Bicycle Inc 401k Plan, reported by Giant Bicycle Inc under EIN 62-1327237 and plan number 001. It reports 152 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)$13.6MReported net assets$13,619,964
Participants152
Provider compensation$58.4K4 Schedule C row(s)$58,445
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240830154024NAL0008457539001
Plan sponsor
Giant Bicycle Inc
EIN
62-1327237
Plan number
001
Location
Newbury Park, CA
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)$13.6M total assets
Net assets$13.6MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$297.9K
Participant$1.1M
Full reported line items
Total assets (EOY)
$13,619,964
Total liabilities (EOY)
$0
Net assets (EOY)
$13,619,964
Employer contributions
$297,866
Participant contributions
$1,056,535
Total income / additions
$3,249,895
Benefits paid
$1,832,471
Administrative expenses
$58,061
Total expenses
$1,913,048
Net increase / (decrease)
$1,336,847

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lpl FinancialINVESTMENT ADVISOR$44,532not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$7,199$0
Empower Advisory Group, LLCINVESTMENT MANAGEMENT$5,734not reported in the loaded dataset
Truog-Ryding Company, Inc.TPA$980not reported in the loaded dataset

Related Form 5500 pages