2023 Form 5500 filing — G.I. Associates, LLC Defined Benefit Pension 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 20240930095111NAL0010858706001) for G.I. Associates, LLC Defined Benefit Pension Plan And Trust, reported by G.I. Associates, LLC under EIN 39-1994360 and plan number 101. It reports 365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930095111NAL0010858706001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- G.I. Associates, LLC
- EIN
- 39-1994360
- Plan number
- 101
- Location
- Milwaukee, WI
- Participants
- 365
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,050,652
- Total liabilities (EOY)
- $381
- Net assets (EOY)
- $17,050,271
- Employer contributions
- $1,574,587
- Total income / additions
- $2,492,849
- Benefits paid
- $1,009,696
- Administrative expenses
- $199,232
- Total expenses
- $1,208,928
- Net increase / (decrease)
- $1,283,921
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amp Wealth Managment | NONE | $113,508 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $30,476 | not reported in the loaded dataset |
| Dunbar, Bender, & Zapf, Inc. | NONE | $21,550 | not reported in the loaded dataset |