2023 Form 5500 filing — Ken Ganley Companies Retirement Savings 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 20241013111547NAL0024715217001) for Ken Ganley Companies Retirement Savings Plan, reported by Ken Ganley Companies under EIN 34-1547327 and plan number 002. It reports 1,732 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013111547NAL0024715217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ken Ganley Companies
- EIN
- 34-1547327
- Plan number
- 002
- Location
- Broadview, OH
- Participants
- 1,732
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,008,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,008,208
- Employer contributions
- $364,075
- Participant contributions
- $5,492,496
- Total income / additions
- $13,835,905
- Benefits paid
- $2,407,077
- Administrative expenses
- $61,268
- Total expenses
- $2,528,697
- Net increase / (decrease)
- $11,307,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $0 | $155,451 |
| Adp, Inc. | RECORD KEEPER | $61,268 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |