2023 Form 5500 filing — A. L. Gilbert Company Profit Sharing & 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 20241212135758NAL0009436691001) for A. L. Gilbert Company Profit Sharing & Retirement Plan, reported by A.L. Gilbert Company under EIN 94-2277358 and plan number 001. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241212135758NAL0009436691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A.L. Gilbert Company
- EIN
- 94-2277358
- Plan number
- 001
- Location
- Oakdale, CA
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,647,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,647,378
- Employer contributions
- $300,000
- Total income / additions
- $5,438,097
- Benefits paid
- $4,707,544
- Administrative expenses
- $1,108
- Total expenses
- $4,708,652
- Net increase / (decrease)
- $729,445
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Digital Retirement Solutions, Inc. | NONE | $1,108 | $0 |
| Matrix Financial Solutions, Inc. | NONE | $0 | $0 |