2023 Form 5500 filing — The Gatesworth Employee Savings & Retirement 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 20240924105854NAL0023485330001) for The Gatesworth Employee Savings & Retirement Plan, reported by The Gatesworth under EIN 43-1458239 and plan number 001. It reports 643 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)$5.6MReported net assets$5,628,014
Participants643
Provider compensation$54.4K4 Schedule C row(s)$54,367
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240924105854NAL0023485330001
- Plan sponsor
- The Gatesworth
- EIN
- 43-1458239
- Plan number
- 001
- Location
- St. Louis, MO
- 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)$5.6M total assets
Net assets$5.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,628,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,628,014
- Employer contributions
- $75,768
- Participant contributions
- $454,805
- Total income / additions
- $1,240,688
- Benefits paid
- $1,046,261
- Administrative expenses
- $44,553
- Total expenses
- $1,099,272
- Net increase / (decrease)
- $141,416
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ASDMINSTRATOR | $33,649 | $0 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $10,458 | $1,715 |
| Sbhu Life Agency Inc | OTHER SERVICES | $0 | $8,545 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |