G&A Managers, LLC Retirement Plan — Form 5500 plan (National Custom Corporate Services, 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, G&A Managers, LLC Retirement Plan is a benefit plan reported by National Custom Corporate Services, Inc. under EIN 27-0594306 and plan number 001. The latest loaded filing year is 2023. The filing reports 370 participants and $6,554,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Custom Corporate Services, Inc.
- EIN
- 27-0594306
- Plan number
- 001
- Plan type
- 2
- Location
- Alpharetta, GA
- Latest filing year
- 2023
- Participants
- 370
- End-of-year plan assets
- $6,554,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 370 | H, C | 20241205142900NAL0003170115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,554,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,554,345
- Net assets (BOY)
- $6,413,851
Income & contributions
- Employer contributions
- $341,362
- Participant contributions
- $771,067
- Total contributions
- $1,120,651
- Total income / additions
- $2,175,629
Expenses & distributions
- Benefits paid
- $1,984,937
- Administrative expenses
- $50,198
- Total expenses
- $2,035,135
- Net increase / (decrease)
- $140,494
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance | RECORDKEEPER | $34,730 | $0 | 2023 |
| Ha & W Wealth Management LLC | INVESTMENT ADVISOR | $13,705 | not reported in the loaded dataset | 2023 |
| Ha&W Benefit Advisors, LLC | CONTRACT ADMIN | $1,763 | $2,895 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Custom Corporate Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Alpharetta, GA
- Empower Annuity Insurance — Schedule C compensation
- Ha & W Wealth Management LLC — Schedule C compensation
- Ha&W Benefit Advisors, LLC — Schedule C compensation