Plan5500

Gomez Management Company 401(K) Plan — Form 5500 plan (Gomez Management Company)

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, Gomez Management Company 401(K) Plan is a benefit plan reported by Gomez Management Company under EIN 22-2945520 and plan number 001. The latest loaded filing year is 2023. The filing reports 663 participants and $399,519 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gomez Management Company
EIN
22-2945520
Plan number
001
Plan type
not reported in the loaded dataset
Location
South Hadley, MA
Latest filing year
2023
Participants
663
End-of-year plan assets
$399,519

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023663H, C20240424081834NAL0003624352001
2023663H, C20240424081915NAL0016873728001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$399,519
Total liabilities (EOY)
$8,600
Net assets (EOY)
$390,919
Net assets (BOY)
$269,486

Income & contributions

Employer contributions
$8,533
Participant contributions
$56,106
Total contributions
$64,639
Total income / additions
$124,685

Expenses & distributions

Benefits paid
$0
Administrative expenses
$3,252
Total expenses
$3,252
Net increase / (decrease)
$121,433

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life InsRECORD KEEPER$2,635$02023
Tag Resources, LLCRECORD KEEPER$617$02023

Related Form 5500 pages