2023 Form 5500 filing — Gustave A. Larson Company Employees Retirement Savings 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 20241015114218NAL0028227505001) for Gustave A. Larson Company Employees Retirement Savings 401(K) Plan, reported by Gustave A. Larson Company under EIN 39-0421570 and plan number 003. It reports 921 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114218NAL0028227505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gustave A. Larson Company
- EIN
- 39-0421570
- Plan number
- 003
- Location
- Pewaukee, WI
- Participants
- 921
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $233
- Participant contributions
- $466
- Total income / additions
- $2,445,469
- Benefits paid
- $44,776,070
- Administrative expenses
- $82,922
- Total expenses
- $44,858,992
- Net increase / (decrease)
- -$42,413,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plexus Financial Solutions | SERVICE PROVIDER | $0 | $66,667 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $49,583 | $0 |
| Administrative Retirement Services | THIRD PARTY ADMINISTRATO | $22,290 | $13,004 |