2023 Form 5500 filing — G&D Operating Holdings, LLC 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 20241002164354NAL0005036419001) for G&D Operating Holdings, LLC Retirement Savings Plan, reported by G&D Operating Holdings, LLC under EIN 46-5101108 and plan number 001. It reports 730 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002164354NAL0005036419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- G&D Operating Holdings, LLC
- EIN
- 46-5101108
- Plan number
- 001
- Location
- Morton, IL
- Participants
- 730
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,462,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,462,036
- Employer contributions
- $532,163
- Participant contributions
- $1,275,904
- Total income / additions
- $5,092,849
- Benefits paid
- $2,106,704
- Administrative expenses
- $130,048
- Total expenses
- $2,236,752
- Net increase / (decrease)
- $2,856,097
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | ADVISOR | $57,705 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $44,853 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $15,491 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $12,000 | not reported in the loaded dataset |