2023 Form 5500 filing — Gis National, LLC 401(K) Plan And Trust
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 20240917105104NAL0002779569001) for Gis National, LLC 401(K) Plan And Trust, reported by Gis National, LLC under EIN 46-2499839 and plan number 001. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917105104NAL0002779569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gis National, LLC
- EIN
- 46-2499839
- Plan number
- 001
- Location
- St. Petersburg, FL
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,215,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,215,403
- Employer contributions
- $704,797
- Participant contributions
- $1,307,892
- Total income / additions
- $3,330,596
- Benefits paid
- $109,714
- Administrative expenses
- $37,911
- Total expenses
- $147,625
- Net increase / (decrease)
- $3,182,971
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuit Ins Co Of America | RECORDKEEPER | $30,794 | not reported in the loaded dataset |
| Empower Advisor Group | INVESTMENT MGMT | $8,093 | not reported in the loaded dataset |
| Carnow And Associates, Ltd. | TPA | $2,375 | $5,539 |