2023 Form 5500 filing — The Gonnella Pension 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 20241014174144NAL0013702643001) for The Gonnella Pension Plan, reported by Gonnella Baking Company under EIN 36-1143800 and plan number 001. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174144NAL0013702643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gonnella Baking Company
- EIN
- 36-1143800
- Plan number
- 001
- Location
- Schaumburg, IL
- Participants
- 353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,305,626
- Total liabilities (EOY)
- $59,083
- Net assets (EOY)
- $59,246,543
- Total income / additions
- $5,012,203
- Benefits paid
- $2,896,558
- Administrative expenses
- $287,491
- Total expenses
- $3,184,049
- Net increase / (decrease)
- $1,828,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slc Management | NONE | $114,099 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $108,049 | not reported in the loaded dataset |
| October Three Consulting LLC | NONE | $40,994 | not reported in the loaded dataset |
| First State Trust Co | NONE | $21,323 | not reported in the loaded dataset |