2023 Form 5500 filing — J. Gibson Mcilvain Employee 401(K) Ps 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 20241003091315NAL0009670689001) for J. Gibson Mcilvain Employee 401(K) Ps Plan, reported by J. Gibson Mcilvain Company under EIN 52-0896086 and plan number 003. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003091315NAL0009670689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J. Gibson Mcilvain Company
- EIN
- 52-0896086
- Plan number
- 003
- Location
- White Marsh, MD
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,285,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,285,297
- Employer contributions
- $46,662
- Participant contributions
- $453,021
- Total income / additions
- $1,928,938
- Benefits paid
- $1,014,437
- Administrative expenses
- $41,126
- Total expenses
- $1,055,563
- Net increase / (decrease)
- $873,375
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Woodbury Financial Services | NONE | $22,820 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $18,306 | $717 |