2023 Form 5500 filing — Savings And Retirement Plan For Employees Of Great Bay Distributors, Inc.
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 20250404130422NAL0006871027001) for Savings And Retirement Plan For Employees Of Great Bay Distributors, Inc., reported by Great Bay Distributors, Inc. under EIN 59-1196133 and plan number 002. It reports 514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$41.2MReported net assets$41,171,762
Participants514
Provider compensation$59.8K3 Schedule C row(s)$59,796
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250404130422NAL0006871027001
- Plan sponsor
- Great Bay Distributors, Inc.
- EIN
- 59-1196133
- Plan number
- 002
- Location
- St Petersburg, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$41.2M total assets
Net assets$41.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $41,171,762
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,171,762
- Employer contributions
- $570,944
- Participant contributions
- $1,897,361
- Total income / additions
- $7,427,349
- Benefits paid
- $2,168,611
- Administrative expenses
- $59,796
- Total expenses
- $2,269,449
- Net increase / (decrease)
- $5,157,900
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ifp Advisors Inc Dba Independent | INVESTMENT ADVISOR | $44,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,796 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |