2023 Form 5500 filing — General Datatech, Lp 401(K) 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 20241002144222NAL0004104707001) for General Datatech, Lp 401(K) Plan, reported by General Datatech, Lp under EIN 75-2756261 and plan number 001. It reports 1,019 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)$37.6MReported net assets$37,559,372
Participants1K1,019
Provider compensation$231.3K5 Schedule C row(s)$231,287
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002144222NAL0004104707001
- Plan sponsor
- General Datatech, Lp
- EIN
- 75-2756261
- Plan number
- 001
- Location
- Dallas, TX
- 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)$37.9M total assets
Net assets$37.6MLiabilities$303.2K
Full reported line items
- Total assets (EOY)
- $37,862,570
- Total liabilities (EOY)
- $303,198
- Net assets (EOY)
- $37,559,372
- Employer contributions
- $1,794,483
- Participant contributions
- $4,336,649
- Total income / additions
- $13,276,867
- Benefits paid
- $4,677,334
- Administrative expenses
- $223,054
- Total expenses
- $4,900,388
- Net increase / (decrease)
- $8,376,479
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Ins Co. | RECORDKEEPER | $106,055 | $0 |
| Pentegra Services Inc | CONTRACT ADMIN | $54,139 | not reported in the loaded dataset |
| Avantax Investment Services Inc Dba | INVESTMENT ADVISOR | $49,022 | not reported in the loaded dataset |
| Avantax Investment Services Inc Dba | BROKER/ADVISER | $0 | $14,219 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,852 | not reported in the loaded dataset |