2023 Form 5500 filing — Gamco Investors, Inc 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 20241011151225NAL0012672611005) for Gamco Investors, Inc 401(K) Plan, reported by Gamco Investors, Inc. under EIN 13-4007862 and plan number 002. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151225NAL0012672611005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gamco Investors, Inc.
- EIN
- 13-4007862
- Plan number
- 002
- Location
- Rye, NY
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,615,235
- Net assets (EOY)
- $72,615,235
- Employer contributions
- $78,125
- Participant contributions
- $3,082,771
- Total income / additions
- $10,802,859
- Benefits paid
- $6,157,424
- Administrative expenses
- $24,205
- Total expenses
- $6,188,659
- Net increase / (decrease)
- $4,614,200
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $24,205 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,768 | $0 |