2023 Form 5500 filing — General Data Company Inc. 401(K) Profit Sharing 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 20250915103449NAL0001015873001) for General Data Company Inc. 401(K) Profit Sharing Plan, reported by General Data Company Inc. under EIN 25-1409703 and plan number 001. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915103449NAL0001015873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- General Data Company Inc.
- EIN
- 25-1409703
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,345,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,345,870
- Employer contributions
- $245,755
- Participant contributions
- $1,056,840
- Total income / additions
- $4,608,310
- Benefits paid
- $2,386,335
- Administrative expenses
- $38,138
- Total expenses
- $2,438,528
- Net increase / (decrease)
- $2,169,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services | SERVICE PROVIDER | $0 | $30,152 |
| Ruzomberka Holland Smith, Inc. | SERVICE PROVIDER | $17,000 | not reported in the loaded dataset |
| Creative Retirement Systems, Inc | THIRD PARTY ADMINISTRATO | $0 | $8,124 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $6,231 | not reported in the loaded dataset |
| Morningstar | INVESTMENT ADVISORY | $0 | $2,465 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $1 |