Plan5500

Gateway-Longview, Inc. Employee Savings Plan — Form 5500 plan (Gateway-Longview, 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, Gateway-Longview, Inc. Employee Savings Plan is a benefit plan reported by Gateway-Longview, Inc. under EIN 16-0743081 and plan number 003. The latest loaded filing year is 2023. The filing reports 558 participants and $8,793,408 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gateway-Longview, Inc.
EIN
16-0743081
Plan number
003
Plan type
2
Location
Williamsville, NY
Latest filing year
2023
Participants
558
End-of-year plan assets
$8,793,408

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023558H, C20241014142217NAL0046338960001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,793,408
Total liabilities (EOY)
$0
Net assets (EOY)
$8,793,408
Net assets (BOY)
$7,574,882

Income & contributions

Employer contributions
$351,126
Participant contributions
$803,785
Total contributions
$1,159,684
Total income / additions
$2,572,692

Expenses & distributions

Benefits paid
$1,277,865
Administrative expenses
$76,301
Total expenses
$1,354,166
Net increase / (decrease)
$1,218,526

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$69,793$02023
Wilmington Trust, Nationial AssociaINVESTMENT ADVISORY$0$19,2382023
Harper Danesh LLCCONTRACT ADMINISTRATOR$6,502not reported in the loaded dataset2023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages