2023 Form 5500 filing — The Gemological Institute Of America, Inc. 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 20241014174807NAL0047056064001) for The Gemological Institute Of America, Inc. 401(K) Plan, reported by Gemological Institute Of America, Inc under EIN 95-3797687 and plan number 003. It reports 1,805 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174807NAL0047056064001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gemological Institute Of America, Inc
- EIN
- 95-3797687
- Plan number
- 003
- Location
- Carlsbad, CA
- Participants
- 1,805
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $274,324,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $274,324,841
- Employer contributions
- $9,546,763
- Participant contributions
- $11,599,346
- Total income / additions
- $64,187,216
- Benefits paid
- $17,409,664
- Administrative expenses
- $148,689
- Total expenses
- $17,558,353
- Net increase / (decrease)
- $46,628,863
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $68,889 | $0 |
| Nfp Retirement Inc/Advisor Services | NONE | $65,000 | not reported in the loaded dataset |
| Jgd & Associates, Llp | NONE | $14,500 | not reported in the loaded dataset |