Plan5500

2023 Form 5500 filing — Galois Inc 401k 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 20240919115836NAL0003530307001) for Galois Inc 401k Plan And Trust, reported by Galois, Inc. under EIN 93-1278540 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240919115836NAL0003530307001
Filing year
2023
Form type
2
Plan sponsor
Galois, Inc.
EIN
93-1278540
Plan number
001
Location
Portland, OR
Participants
179
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$27,863,054
Net assets (EOY)
$27,863,054
Employer contributions
$988,598
Participant contributions
$2,016,510
Total income / additions
$6,830,839
Benefits paid
$3,478,515
Administrative expenses
$125,443
Total expenses
$3,603,958
Net increase / (decrease)
$3,226,881
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wellington Consulting ServicesINVESTMENT ADVISOR$122,070not reported in the loaded dataset
Charles Schwab Trust BankCUSTODIAN$0$3,769
Everington Consulting IncTPA FEES$3,373not reported in the loaded dataset
Fisher InvestmentsADVISOR FEES$804not reported in the loaded dataset
Charles Schwab & Co., Inc.SHAREHOLDER SERVICING$115not reported in the loaded dataset
Citadel Securities Institutional LlEXECUTING BROKER COMM$2not reported in the loaded dataset
Virtu Americas LLCEXECUTING BROKER COMM$2not reported in the loaded dataset
Mischler Financial Group, IncEXECUTING BROKER COMM$1not reported in the loaded dataset

Related Form 5500 pages