2023 Form 5500 filing — Gilster-Mary Lee Corp Employees Profit Sharing Retirement 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 20241003155313NAL0017487904001) for Gilster-Mary Lee Corp Employees Profit Sharing Retirement Trust, reported by Gilster-Mary Lee Corp Employees Profit Sharing Retirement Trust under EIN 37-0951425 and plan number 001. It reports 3,113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003155313NAL0017487904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gilster-Mary Lee Corp Employees Profit Sharing Retirement Trust
- EIN
- 37-0951425
- Plan number
- 001
- Location
- Chester, IL
- Participants
- 3,113
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,548,145
- Net assets (EOY)
- $12,548,145
- Employer contributions
- $2,962,891
- Total income / additions
- $4,497,719
- Benefits paid
- $25,729,160
- Administrative expenses
- $99,149
- Total expenses
- $25,828,309
- Net increase / (decrease)
- -$21,330,590
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | INVESTMENT ADVISOR | $53,782 | $0 |
| Kerber, Eck & Braeckel, Llp | PLAN AUDITOR | $35,700 | $0 |