Plan5500

Dan Gernatt Gravel Products, Incorporated Savings And Security Plan — Form 5500 plan (Dan Gernatt Gravel Products, 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, Dan Gernatt Gravel Products, Incorporated Savings And Security Plan is a benefit plan reported by Dan Gernatt Gravel Products, Inc. under EIN 16-0805847 and plan number 002. The latest loaded filing year is 2023. The filing reports 239 participants and $24,382,029 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dan Gernatt Gravel Products, Inc.
EIN
16-0805847
Plan number
002
Plan type
2
Location
Collins, NY
Latest filing year
2023
Participants
239
End-of-year plan assets
$24,382,029

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20241015124814NAL0056212498002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,382,029
Net assets (EOY)
$24,382,029
Net assets (BOY)
$23,392,753

Income & contributions

Employer contributions
$374,407
Participant contributions
$1,382,683
Total contributions
$1,836,611
Total income / additions
$4,453,112

Expenses & distributions

Benefits paid
$3,361,264
Administrative expenses
$41,994
Total expenses
$3,463,836
Net increase / (decrease)
$989,276

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Equity Services LLC DbINVESTMENT ADVISOR$41,952not reported in the loaded dataset2023

Related Form 5500 pages