Gentlebrook 401(K) Retirement Savings Plan — Form 5500 plan (Gentlebrook)
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, Gentlebrook 401(K) Retirement Savings Plan is a benefit plan reported by Gentlebrook under EIN 23-7400452 and plan number 002. The latest loaded filing year is 2023. The filing reports 260 participants and $5,392,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gentlebrook
- EIN
- 23-7400452
- Plan number
- 002
- Plan type
- 2
- Location
- Hartville, OH
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $5,392,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20241002124051NAL0008783505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,392,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,392,567
- Net assets (BOY)
- $4,293,926
Income & contributions
- Employer contributions
- $102,762
- Participant contributions
- $289,241
- Total contributions
- $392,003
- Total income / additions
- $1,266,527
Expenses & distributions
- Benefits paid
- $166,275
- Administrative expenses
- $909
- Total expenses
- $167,886
- Net increase / (decrease)
- $1,098,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | REGISTERED INVESTMENT AD | $19,229 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Insurance Services | ADMINISTRATOR | $5,510 | not reported in the loaded dataset | 2023 |
| Capital Bank & Trust Company | RECORDKEEPER | $1,313 | not reported in the loaded dataset | 2023 |