2023 Form 5500 filing — Gem 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 20241014164623NAL0013643779001) for Gem 401(K) Plan, reported by Golden Empire Mortgage, Inc. under EIN 77-0158990 and plan number 001. It reports 585 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014164623NAL0013643779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Golden Empire Mortgage, Inc.
- EIN
- 77-0158990
- Plan number
- 001
- Location
- Bakersfield, CA
- Participants
- 585
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,570,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,570,978
- Participant contributions
- $1,175,818
- Total income / additions
- $4,081,655
- Benefits paid
- $2,425,323
- Administrative expenses
- $110,019
- Total expenses
- $2,535,342
- Net increase / (decrease)
- $1,546,313
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Digital Retirement Solutions, Inc. | NONE | $52,869 | not reported in the loaded dataset |
| Cerity Partners | NONE | $51,730 | not reported in the loaded dataset |
| July Business Services LLC | RECORDKEEPER | $5,420 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $0 | $0 |