Gai Consultants, Inc. 401(K) Plan — Form 5500 plan (Gai Consultants, 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, Gai Consultants, Inc. 401(K) Plan is a benefit plan reported by Gai Consultants, Inc. under EIN 25-1260999 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,198 participants and $107,609,786 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gai Consultants, Inc.
- EIN
- 25-1260999
- Plan number
- 002
- Plan type
- 2
- Location
- Homestead, PA
- Latest filing year
- 2023
- Participants
- 1,198
- End-of-year plan assets
- $107,609,786
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,198 | H, C | 20241014143003NAL0027561505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $107,609,786
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $107,609,786
- Net assets (BOY)
- $89,497,240
Income & contributions
- Employer contributions
- $2,355,118
- Participant contributions
- $5,549,096
- Total contributions
- $13,913,216
- Total income / additions
- $28,785,516
Expenses & distributions
- Benefits paid
- $10,450,267
- Administrative expenses
- $173,681
- Total expenses
- $10,672,970
- Net increase / (decrease)
- $18,112,546
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $80,665 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $41,835 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $24,000 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | CONSULTING | $600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gai Consultants, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Homestead, PA
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation