Geo. Byers Sons, 401(K) Plan — Form 5500 plan (Geo. Byers Sons Holding, 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, Geo. Byers Sons, 401(K) Plan is a benefit plan reported by Geo. Byers Sons Holding, Inc. under EIN 31-4139860 and plan number 003. The latest loaded filing year is 2023. The filing reports 872 participants and $42,930,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Geo. Byers Sons Holding, Inc.
- EIN
- 31-4139860
- Plan number
- 003
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 872
- End-of-year plan assets
- $42,930,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 872 | H, C | 20241004125414NAL0023741458001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,930,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,930,846
- Net assets (BOY)
- $36,487,914
Income & contributions
- Employer contributions
- $588,110
- Participant contributions
- $4,033,259
- Total contributions
- $4,682,301
- Total income / additions
- $10,416,307
Expenses & distributions
- Benefits paid
- $3,650,485
- Administrative expenses
- $322,890
- Total expenses
- $3,973,375
- Net increase / (decrease)
- $6,442,932
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | SERVICE PROVIDER | $247,713 | $16,254 | 2023 |
| Cambridge Investment Research | BROKER DEALER | $0 | $157,481 | 2023 |
| A P S - Pentegra | THIRD PARTY ADMIN | $46,995 | not reported in the loaded dataset | 2023 |
| Pentegra Services Inc | THIRD PARTY ADMIN | $27,416 | $0 | 2023 |
| Tbs Agency | BROKER DEALE | $0 | $26,880 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Geo. Byers Sons Holding, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Nationwide — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- A P S - Pentegra — Schedule C compensation
- Pentegra Services Inc — Schedule C compensation
- Tbs Agency — Schedule C compensation