Gaia Herbs, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Gaia Herbs, 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, Gaia Herbs, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Gaia Herbs, Inc. under EIN 04-3165780 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $9,366,526 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gaia Herbs, Inc.
EIN
04-3165780
Plan number
001
Plan type
2
Location
Brevard, NC
Latest filing year
2023
Participants
304
End-of-year plan assets
$9,366,526

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023304H, C20241015121500NAL0014597011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,366,526
Total liabilities (EOY)
$0
Net assets (EOY)
$9,366,526
Net assets (BOY)
$7,710,270

Income & contributions

Employer contributions
$310,999
Participant contributions
$945,007
Total contributions
$1,396,287
Total income / additions
$2,775,926

Expenses & distributions

Benefits paid
$1,081,728
Administrative expenses
$24,368
Total expenses
$1,119,670
Net increase / (decrease)
$1,656,256

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$22,889$02023

Related Form 5500 pages