Great Day Improvements, LLC 401(K) Plan — Form 5500 plan (Great Day Improvements, 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, Great Day Improvements, LLC 401(K) Plan is a benefit plan reported by Great Day Improvements, LLC under EIN 27-3509545 and plan number 003. The latest loaded filing year is 2023. The filing reports 823 participants and $65,157,184 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Great Day Improvements, LLC
EIN
27-3509545
Plan number
003
Plan type
2
Location
Macedonia, OH
Latest filing year
2023
Participants
823
End-of-year plan assets
$65,157,184

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023823H, C20250326165835NAL0011556275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$65,157,184
Total liabilities (EOY)
$0
Net assets (EOY)
$65,157,184
Net assets (BOY)
$8,831,248

Income & contributions

Employer contributions
$2,850,900
Participant contributions
$7,193,497
Total contributions
$10,746,492
Total income / additions
$19,960,957

Expenses & distributions

Benefits paid
$8,464,718
Administrative expenses
$103,752
Total expenses
$8,621,497
Net increase / (decrease)
$11,339,460

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$73,361$02023
Sagepoint Financial Inc.INVESTMENT ADVISOR$30,391not reported in the loaded dataset2023

Related Form 5500 pages