2023 Form 5500 filing — Gabriella White, LLC 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 20241008114146NAL0008298979001) for Gabriella White, LLC 401(K) Plan, reported by Gabriella White, LLC under EIN 47-4822437 and plan number 001. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008114146NAL0008298979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gabriella White, LLC
- EIN
- 47-4822437
- Plan number
- 001
- Location
- Pelham, AL
- Participants
- 444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,894,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,894,625
- Employer contributions
- $513,693
- Participant contributions
- $1,229,570
- Total income / additions
- $3,722,584
- Benefits paid
- $670,380
- Administrative expenses
- $64,392
- Total expenses
- $734,772
- Net increase / (decrease)
- $2,987,812
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $43,019 | $0 |
| Wa Asset Management LLC | ADVISOR | $21,373 | not reported in the loaded dataset |