John Galt Staffing, Inc. Retirement Savings Plan — Form 5500 plan (John Galt Staffing, 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, John Galt Staffing, Inc. Retirement Savings Plan is a benefit plan reported by John Galt Staffing, Inc. under EIN 04-3374474 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $15,218,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John Galt Staffing, Inc.
- EIN
- 04-3374474
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, MA
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $15,218,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20240925140110NAL0014806673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,218,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,218,032
- Net assets (BOY)
- $12,176,826
Income & contributions
- Employer contributions
- $601,551
- Participant contributions
- $643,602
- Total contributions
- $1,245,224
- Total income / additions
- $3,459,719
Expenses & distributions
- Benefits paid
- $334,535
- Administrative expenses
- $83,978
- Total expenses
- $418,513
- Net increase / (decrease)
- $3,041,206
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORD KEEPER | $69,909 | $0 | 2023 |
| Jw Cole Financial, Inc. | INVESTMENT PR OVIDER | $0 | $44,126 | 2023 |
| The Pension Service Inc | THIRD PARTY ADMINISTRATO | $13,566 | $0 | 2023 |
| Jw Cole Ins Services, Inc. | INVESTMENT PROVIDER | $0 | $3,230 | 2023 |
| Iron-Co-Fid-3(21) | INVESTMENT PROVIDER | $504 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for John Galt Staffing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Burlington, MA
- Nationwide — Schedule C compensation
- Jw Cole Financial, Inc. — Schedule C compensation
- The Pension Service Inc — Schedule C compensation
- Jw Cole Ins Services, Inc. — Schedule C compensation
- Iron-Co-Fid-3(21) — Schedule C compensation