2023 Form 5500 filing — Gatehouse Management, 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 20250115084656NAL0021508625001) for Gatehouse Management, Inc. 401(K) Plan, reported by Gatehouse Management, Inc. under EIN 04-3247041 and plan number 002. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115084656NAL0021508625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gatehouse Management, Inc.
- EIN
- 04-3247041
- Plan number
- 002
- Location
- Mansfield, MA
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,269,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,269,033
- Employer contributions
- $225,298
- Participant contributions
- $463,235
- Total income / additions
- $2,515,379
- Benefits paid
- $444,392
- Administrative expenses
- $41,452
- Total expenses
- $487,183
- Net increase / (decrease)
- $2,028,196
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $28,211 | not reported in the loaded dataset |
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $13,241 | $0 |