2023 Form 5500 filing — Gerard Daniel Worldwide, Inc. 401(K) Profit Sharing Plan And T
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 20241013102108NAL0050328642001) for Gerard Daniel Worldwide, Inc. 401(K) Profit Sharing Plan And T, reported by Gerard Daniel Worldwide under EIN 13-3384854 and plan number 001. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013102108NAL0050328642001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gerard Daniel Worldwide
- EIN
- 13-3384854
- Plan number
- 001
- Location
- Hanover, PA
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,376,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,376,111
- Employer contributions
- $375,228
- Participant contributions
- $713,269
- Total income / additions
- $2,229,821
- Benefits paid
- $720,175
- Administrative expenses
- $41,426
- Total expenses
- $761,601
- Net increase / (decrease)
- $1,468,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $23,424 | $0 |
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $18,001 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |