2023 Form 5500 filing — Gamma Technologies, LLC Retirement 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 20241015111802NAL0055736850001) for Gamma Technologies, LLC Retirement Plan, reported by Gamma Technologies, LLC under EIN 36-3959691 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111802NAL0055736850001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gamma Technologies, LLC
- EIN
- 36-3959691
- Plan number
- 001
- Location
- Westmont, IL
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,393,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,393,298
- Employer contributions
- $853,433
- Participant contributions
- $1,680,448
- Total income / additions
- $9,710,238
- Benefits paid
- $372,197
- Administrative expenses
- $91,031
- Total expenses
- $463,228
- Net increase / (decrease)
- $9,247,010
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Steele Capital Management, Inc. | NONE | $62,769 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $28,262 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $5,194 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |