Gypsum Systems Management 401(K) Plan — Form 5500 plan (Gypsum Systems Management, 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, Gypsum Systems Management 401(K) Plan is a benefit plan reported by Gypsum Systems Management, Inc. under EIN 16-1062828 and plan number 002. The latest loaded filing year is 2023. The filing reports 242 participants and $16,218,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gypsum Systems Management, Inc.
- EIN
- 16-1062828
- Plan number
- 002
- Plan type
- 2
- Location
- Elma, NY
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $16,218,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20241007122353NAL0015155041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,218,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,218,544
- Net assets (BOY)
- $13,797,636
Income & contributions
- Employer contributions
- $149,228
- Participant contributions
- $743,942
- Total contributions
- $893,170
- Total income / additions
- $3,103,435
Expenses & distributions
- Benefits paid
- $615,922
- Administrative expenses
- $50,270
- Total expenses
- $682,527
- Net increase / (decrease)
- $2,420,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dopkins Wealth Management LLC | INVESTMENT ADVISOR | $30,995 | $0 | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $19,265 | not reported in the loaded dataset | 2023 |
| Actuarial Consulting Services Inc | THIRD PARTY ADMINISTRATO | $5,015 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gypsum Systems Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Elma, NY
- Dopkins Wealth Management LLC — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Actuarial Consulting Services Inc — Schedule C compensation