Galloway, Inc. And Affiliated Employers 401(K) Savings Plan — Form 5500 plan (Galloway, 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, Galloway, Inc. And Affiliated Employers 401(K) Savings Plan is a benefit plan reported by Galloway, Inc. under EIN 13-3728651 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $43,506,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Galloway, Inc.
- EIN
- 13-3728651
- Plan number
- 001
- Plan type
- 2
- Location
- Palm Beach, FL
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $43,506,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241009153055NAL0031712496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,506,769
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,506,769
- Net assets (BOY)
- $36,777,041
Income & contributions
- Employer contributions
- $2,123,304
- Participant contributions
- $1,456,603
- Total contributions
- $3,674,858
- Total income / additions
- $9,482,384
Expenses & distributions
- Benefits paid
- $2,663,141
- Administrative expenses
- $89,515
- Total expenses
- $2,752,656
- Net increase / (decrease)
- $6,729,728
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $104,687 | $0 | 2023 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $60,747 | $0 | 2023 |
| Penserv, Inc. | TPA | $2,175 | $18,854 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $511 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Galloway, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Palm Beach, FL
- Empower Annuity Ins Co Of America — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Penserv, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation