2023 Form 5500 filing — Gentlebrook 401(K) Retirement Savings 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 20241002124051NAL0008783505001) for Gentlebrook 401(K) Retirement Savings Plan, reported by Gentlebrook under EIN 23-7400452 and plan number 002. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002124051NAL0008783505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gentlebrook
- EIN
- 23-7400452
- Plan number
- 002
- Location
- Hartville, OH
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,392,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,392,567
- Employer contributions
- $102,762
- Participant contributions
- $289,241
- Total income / additions
- $1,266,527
- Benefits paid
- $166,275
- Administrative expenses
- $909
- Total expenses
- $167,886
- Net increase / (decrease)
- $1,098,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | REGISTERED INVESTMENT AD | $19,229 | not reported in the loaded dataset |
| Cbiz Benefits & Insurance Services | ADMINISTRATOR | $5,510 | not reported in the loaded dataset |
| Capital Bank & Trust Company | RECORDKEEPER | $1,313 | not reported in the loaded dataset |