2023 Form 5500 filing — Andy Gump, Inc. 401(K) Savings & Investment 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 20241014114125NAL0052091746001) for Andy Gump, Inc. 401(K) Savings & Investment Plan, reported by Andy Gump, Inc. under EIN 95-2588604 and plan number 001. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114125NAL0052091746001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Andy Gump, Inc.
- EIN
- 95-2588604
- Plan number
- 001
- Location
- Santa Clarita, CA
- Participants
- 283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,814,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,814,483
- Employer contributions
- $893,633
- Participant contributions
- $764,332
- Total income / additions
- $3,385,742
- Benefits paid
- $1,348,810
- Administrative expenses
- $83,449
- Total expenses
- $1,444,769
- Net increase / (decrease)
- $1,940,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER AND INV MGM | $79,626 | $0 |
| Pasadena Private Wealth, LLC | INVESTMENT ADVISOR | $52,775 | not reported in the loaded dataset |
| Nexus Administrators, Inc. | CONTRACT ADMIN | $3,875 | not reported in the loaded dataset |