Gerard Daniel Worldwide, Inc. 401(K) Profit Sharing Plan And T — Form 5500 plan (Gerard Daniel Worldwide)

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, Gerard Daniel Worldwide, Inc. 401(K) Profit Sharing Plan And T is a benefit plan reported by Gerard Daniel Worldwide under EIN 13-3384854 and plan number 001. The latest loaded filing year is 2023. The filing reports 269 participants and $8,376,111 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gerard Daniel Worldwide
EIN
13-3384854
Plan number
001
Plan type
2
Location
Hanover, PA
Latest filing year
2023
Participants
269
End-of-year plan assets
$8,376,111

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023269H, C20241013102108NAL0050328642001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,376,111
Total liabilities (EOY)
$0
Net assets (EOY)
$8,376,111
Net assets (BOY)
$6,907,891

Income & contributions

Employer contributions
$375,228
Participant contributions
$713,269
Total contributions
$1,088,497
Total income / additions
$2,229,821

Expenses & distributions

Benefits paid
$720,175
Administrative expenses
$41,426
Total expenses
$761,601
Net increase / (decrease)
$1,468,220

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$23,424$02023
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$18,001$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages