2023 Form 5500 filing — The Gypsum Group 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 20241011145435NAL0044729330001) for The Gypsum Group 401(K) Plan, reported by The Gypsum Group under EIN 16-1070098 and plan number 002. It reports 649 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145435NAL0044729330001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Gypsum Group
- EIN
- 16-1070098
- Plan number
- 002
- Location
- Syracuse, NY
- Participants
- 649
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,898,353
- Total liabilities (EOY)
- $6,298
- Net assets (EOY)
- $24,892,055
- Employer contributions
- $581,542
- Participant contributions
- $1,839,397
- Total income / additions
- $5,925,496
- Benefits paid
- $2,595,118
- Administrative expenses
- $129,162
- Total expenses
- $2,733,998
- Net increase / (decrease)
- $3,191,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $95,959 | not reported in the loaded dataset |
| Good Life Advisors, LLC | NONE | $26,235 | not reported in the loaded dataset |
| Metlife | NONE | $6,968 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $6,254 |