2023 Form 5500 filing — Gypsum Systems Management 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 20241007122353NAL0015155041001) for Gypsum Systems Management 401(K) Plan, reported by Gypsum Systems Management, Inc. under EIN 16-1062828 and plan number 002. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007122353NAL0015155041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gypsum Systems Management, Inc.
- EIN
- 16-1062828
- Plan number
- 002
- Location
- Elma, NY
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,218,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,218,544
- Employer contributions
- $149,228
- Participant contributions
- $743,942
- Total income / additions
- $3,103,435
- Benefits paid
- $615,922
- Administrative expenses
- $50,270
- Total expenses
- $682,527
- Net increase / (decrease)
- $2,420,908
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dopkins Wealth Management LLC | INVESTMENT ADVISOR | $30,995 | $0 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $19,265 | not reported in the loaded dataset |
| Actuarial Consulting Services Inc | THIRD PARTY ADMINISTRATO | $5,015 | $0 |