Gei Profit Sharing And 401(K) Plan — Form 5500 plan (Gei Consultants, 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, Gei Profit Sharing And 401(K) Plan is a benefit plan reported by Gei Consultants, Inc. under EIN 04-2468348 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,319 participants and $217,171,795 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gei Consultants, Inc.
EIN
04-2468348
Plan number
001
Plan type
2
Location
Woburn, MA
Latest filing year
2023
Participants
1,319
End-of-year plan assets
$217,171,795

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,319H, C20241001122621NAL0012277680001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$217,171,795
Total liabilities (EOY)
$0
Net assets (EOY)
$217,171,795
Net assets (BOY)
$179,091,655

Income & contributions

Employer contributions
$4,784,691
Participant contributions
$10,957,603
Total contributions
$19,191,381
Total income / additions
$54,055,422

Expenses & distributions

Benefits paid
$16,317,773
Administrative expenses
-$342,794
Total expenses
$15,975,282
Net increase / (decrease)
$38,080,140

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pinnacle Pension Consultants, LLCCONSULTANT$32,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$378,544$02023

Related Form 5500 pages