Plan5500

Gillman, Inc. 401k Plan — Form 5500 plan (Gillman, 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, Gillman, Inc. 401k Plan is a benefit plan reported by Gillman, Inc. under EIN 35-1498056 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $5,141,766 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gillman, Inc.
EIN
35-1498056
Plan number
001
Plan type
2
Location
Batesville, IN
Latest filing year
2023
Participants
225
End-of-year plan assets
$5,141,766

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20241009074657NAL0010413491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,141,766
Total liabilities (EOY)
$0
Net assets (EOY)
$5,141,766
Net assets (BOY)
$4,602,797

Income & contributions

Employer contributions
$221,082
Participant contributions
$592,019
Total contributions
$813,101
Total income / additions
$1,502,255

Expenses & distributions

Benefits paid
$929,820
Administrative expenses
$33,466
Total expenses
$963,286
Net increase / (decrease)
$538,969

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Financial BankNONE$17,576not reported in the loaded dataset2023
American Pension BenefitsNONE$13,512not reported in the loaded dataset2023
Mid Atlantic Trust CompanyNONE$2,378not reported in the loaded dataset2023

Related Form 5500 pages