2023 Form 5500 filing — Gerken Retirement Savings 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 20240912133601NAL0005195667001) for Gerken Retirement Savings Plan, reported by Gerken Materials, Inc. under EIN 34-4478444 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912133601NAL0005195667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gerken Materials, Inc.
- EIN
- 34-4478444
- Plan number
- 001
- Location
- Napoleon, OH
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,434,771
- Net assets (EOY)
- $31,434,771
- Employer contributions
- $864,519
- Participant contributions
- $1,515,487
- Total income / additions
- $6,568,322
- Benefits paid
- $3,948,436
- Administrative expenses
- $19,052
- Total expenses
- $3,967,488
- Net increase / (decrease)
- $2,600,834
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC - Rpcp | BROKER | $44,872 | not reported in the loaded dataset |
| Millennium Investment | AUTOMATIC IRA ROLLOVER PR | $9,583 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | PLAN RECORDKEEPER | $3,656 | not reported in the loaded dataset |
| Northstar Fiduciary Partners | BROKER | $2,057 | not reported in the loaded dataset |