The Gilman Brothers 401k Retirement Plan — Form 5500 plan (Gilman Brothers Co.)
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, The Gilman Brothers 401k Retirement Plan is a benefit plan reported by Gilman Brothers Co. under EIN 06-0362320 and plan number 002. The latest loaded filing year is 2023. The filing reports 148 participants and $2,566,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gilman Brothers Co.
- EIN
- 06-0362320
- Plan number
- 002
- Plan type
- 2
- Location
- Gilman, CT
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $2,566,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20250423051015NAL0005534481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,566,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,566,942
- Net assets (BOY)
- $2,046,804
Income & contributions
- Employer contributions
- $106,466
- Participant contributions
- $388,976
- Total contributions
- $515,336
- Total income / additions
- $766,690
Expenses & distributions
- Benefits paid
- $231,079
- Administrative expenses
- $3,363
- Total expenses
- $246,552
- Net increase / (decrease)
- $520,138
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $3,800 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Aig Securities A K A Sagepoint Advi | ADVISOR | $0 | $0 | 2023 |