Gaylor Electric, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Gaylor Electric, 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, Gaylor Electric, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Gaylor Electric, Inc. under EIN 20-3727689 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,206 participants and $62,212,125 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gaylor Electric, Inc.
- EIN
- 20-3727689
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 2,206
- End-of-year plan assets
- $62,212,125
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,206 | H, C | 20241008151538NAL0008507699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,212,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,212,125
- Net assets (BOY)
- $48,187,853
Income & contributions
- Employer contributions
- $3,301,456
- Participant contributions
- $7,147,694
- Total contributions
- $11,023,158
- Total income / additions
- $19,525,784
Expenses & distributions
- Benefits paid
- $5,290,974
- Administrative expenses
- $210,538
- Total expenses
- $5,501,512
- Net increase / (decrease)
- $14,024,272
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $134,974 | $0 | 2023 |
| Park Avenue Securities | ADVISOR | $55,507 | not reported in the loaded dataset | 2023 |
| Wellington Wealth Strategies LLC | INVESTMENT ADVISOR | $20,057 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gaylor Electric, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Fidelity Investments Institutional — Schedule C compensation
- Park Avenue Securities — Schedule C compensation
- Wellington Wealth Strategies LLC — Schedule C compensation