Gallagher Flynn & Co., Llp 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Gallagher Flynn & Co., Llp)
Plain-English plan 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, Gallagher Flynn & Co., Llp 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Gallagher Flynn & Co., Llp under EIN 03-0225774 and plan number 003. The latest loaded filing year is 2023. The filing reports 125 participants and $20,270,938 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gallagher Flynn & Co., Llp
- EIN
- 03-0225774
- Plan number
- 003
- Plan type
- 2
- Location
- South Burlington, VT
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $20,270,938
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241009092222NAL0018085825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,270,938
- Net assets (EOY)
- $20,270,938
- Net assets (BOY)
- $19,508,503
Income & contributions
- Employer contributions
- $268,897
- Participant contributions
- $840,678
- Total contributions
- $1,152,296
- Total income / additions
- $4,173,629
Expenses & distributions
- Benefits paid
- $3,327,599
- Administrative expenses
- $83,595
- Total expenses
- $3,411,194
- Net increase / (decrease)
- $762,435
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | SERVICE PROVIDER | $41,788 | $0 | 2023 |
| Lpl Financial LLC-Rpcp | SERVICE PROVIDER | $17,417 | $0 | 2023 |
| Plan Integrity Partners, LLC | THIRD PARTY ADMINISTRATO | $11,768 | $0 | 2023 |
| Caron And Bletzer, Pllc | AUDITOR | $11,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gallagher Flynn & Co., Llp
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in South Burlington, VT
- Nationwide — Schedule C compensation
- Lpl Financial LLC-Rpcp — Schedule C compensation
- Plan Integrity Partners, LLC — Schedule C compensation
- Caron And Bletzer, Pllc — Schedule C compensation