2023 Form 5500 filing — The Gates Matchmaker 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 20240916145444NAL0001124675002) for The Gates Matchmaker Plan, reported by Gates Corporation under EIN 84-0857401 and plan number 334. It reports 6,724 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916145444NAL0001124675002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gates Corporation
- EIN
- 84-0857401
- Plan number
- 334
- Location
- Denver, CO
- Participants
- 6,724
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $663,080,807
- Total liabilities (EOY)
- $291,303
- Net assets (EOY)
- $662,789,504
- Employer contributions
- $14,815,709
- Participant contributions
- $20,921,783
- Total income / additions
- $128,349,691
- Benefits paid
- $65,565,384
- Administrative expenses
- $831,858
- Total expenses
- $66,401,127
- Net increase / (decrease)
- $61,948,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $391,730 | not reported in the loaded dataset |
| Goldman Sachs | NONE | $272,031 | not reported in the loaded dataset |
| Robert W Baird Co Incorporat | NONE | $95,000 | not reported in the loaded dataset |
| Bny Mellon | NONE | $54,462 | not reported in the loaded dataset |
| Bdo Usa Llp | NONE | $42,000 | not reported in the loaded dataset |