2023 Form 5500 filing — Geo. Byers Sons, 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 20241004125414NAL0023741458001) for Geo. Byers Sons, 401(K) Plan, reported by Geo. Byers Sons Holding, Inc. under EIN 31-4139860 and plan number 003. It reports 872 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004125414NAL0023741458001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Geo. Byers Sons Holding, Inc.
- EIN
- 31-4139860
- Plan number
- 003
- Location
- Columbus, OH
- Participants
- 872
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,930,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,930,846
- Employer contributions
- $588,110
- Participant contributions
- $4,033,259
- Total income / additions
- $10,416,307
- Benefits paid
- $3,650,485
- Administrative expenses
- $322,890
- Total expenses
- $3,973,375
- Net increase / (decrease)
- $6,442,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | SERVICE PROVIDER | $247,713 | $16,254 |
| Cambridge Investment Research | BROKER DEALER | $0 | $157,481 |
| A P S - Pentegra | THIRD PARTY ADMIN | $46,995 | not reported in the loaded dataset |
| Pentegra Services Inc | THIRD PARTY ADMIN | $27,416 | $0 |
| Tbs Agency | BROKER DEALE | $0 | $26,880 |