2023 Form 5500 filing — Gabrielli Savings And Retirement Plan For Employees
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 20241014092057NAL0026894145001) for Gabrielli Savings And Retirement Plan For Employees, reported by Gabrielli Truck Sales, Ltd under EIN 11-3082303 and plan number 001. It reports 786 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092057NAL0026894145001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Gabrielli Truck Sales, Ltd
- EIN
- 11-3082303
- Plan number
- 001
- Location
- Jamaica, NY
- Participants
- 786
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,444,426
- Total liabilities (EOY)
- $23,060
- Net assets (EOY)
- $65,421,366
- Employer contributions
- $586,827
- Participant contributions
- $3,838,208
- Total income / additions
- $13,182,326
- Benefits paid
- $3,628,677
- Administrative expenses
- $36,112
- Total expenses
- $3,664,789
- Net increase / (decrease)
- $9,517,537
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Pension Consultants, Inc | THIRD PARTY ADMINISTRATO | $0 | $28,872 |
| Morningstar | SERVICE PROVIDER | $0 | $9,669 |
| Morningstar Investment Management L | SERVICE PROVIDER | $8,708 | not reported in the loaded dataset |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $6,213 | not reported in the loaded dataset |