Thomas G. Gallagher, Inc. 401(K) Retirement Plan — Form 5500 plan (Thomas G. Gallagher, Inc.)

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, Thomas G. Gallagher, Inc. 401(K) Retirement Plan is a benefit plan reported by Thomas G. Gallagher, Inc. under EIN 04-2049088 and plan number 002. The latest loaded filing year is 2023. The filing reports 155 participants and $19,357,528 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thomas G. Gallagher, Inc.
EIN
04-2049088
Plan number
002
Plan type
2
Location
Waltham, MA
Latest filing year
2023
Participants
155
End-of-year plan assets
$19,357,528

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023155H, C20250718073654NAL0002110592001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,357,528
Total liabilities (EOY)
$0
Net assets (EOY)
$19,357,528
Net assets (BOY)
$14,234,472

Income & contributions

Employer contributions
$975,137
Participant contributions
$793,300
Total contributions
$1,902,501
Total income / additions
$5,400,455

Expenses & distributions

Benefits paid
$241,343
Administrative expenses
$36,056
Total expenses
$277,399
Net increase / (decrease)
$5,123,056

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$36,056$02023
Securities America IncBROKER/ADVISER$0$31,7982023
Osaic Wealth IncBROKER/ADVISER$0$22,7542023

Related Form 5500 pages