Plan5500

Gamco Investors, Inc 401(K) Plan — Form 5500 plan (Gamco Investors, 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, Gamco Investors, Inc 401(K) Plan is a benefit plan reported by Gamco Investors, Inc. under EIN 13-4007862 and plan number 002. The latest loaded filing year is 2023. The filing reports 239 participants and $72,615,235 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gamco Investors, Inc.
EIN
13-4007862
Plan number
002
Plan type
2
Location
Rye, NY
Latest filing year
2023
Participants
239
End-of-year plan assets
$72,615,235

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20241011151225NAL0012672611005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,615,235
Net assets (EOY)
$72,615,235
Net assets (BOY)
$68,000,944

Income & contributions

Employer contributions
$78,125
Participant contributions
$3,082,771
Total contributions
$3,160,896
Total income / additions
$10,802,859

Expenses & distributions

Benefits paid
$6,157,424
Administrative expenses
$24,205
Total expenses
$6,188,659
Net increase / (decrease)
$4,614,200

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$24,205not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$2,768$02023

Related Form 5500 pages