Gentle Giant Employment Company, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Gentle Giant Employment Company, LLC)

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, Gentle Giant Employment Company, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Gentle Giant Employment Company, LLC under EIN 26-1450182 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $32,631,376 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gentle Giant Employment Company, LLC
EIN
26-1450182
Plan number
001
Plan type
2
Location
Winchester, MA
Latest filing year
2023
Participants
342
End-of-year plan assets
$32,631,376

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023342H, C20241015073957NAL0046936576001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,631,376
Total liabilities (EOY)
$0
Net assets (EOY)
$32,631,376
Net assets (BOY)
$26,824,097

Income & contributions

Employer contributions
$557,589
Participant contributions
$1,173,921
Total contributions
$1,731,510
Total income / additions
$6,447,577

Expenses & distributions

Benefits paid
$593,270
Administrative expenses
$63,621
Total expenses
$640,298
Net increase / (decrease)
$5,807,279

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$29,370$02023
Mfa Asst Management LLCADVISOR$15,000not reported in the loaded dataset2023
Berry Dunn Mcneil & Parker LLCACCOUNTANT/AUDITOR$10,000not reported in the loaded dataset2023
Baker Tilly Us LlpCONSULTANT$9,251not reported in the loaded dataset2023

Related Form 5500 pages