Plan5500

Gilster-Mary Lee 401(K) Plan — Form 5500 plan (Gilster-Mary Lee)

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, Gilster-Mary Lee 401(K) Plan is a benefit plan reported by Gilster-Mary Lee under EIN 37-0951425 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,188 participants and $1,129,527 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gilster-Mary Lee
EIN
37-0951425
Plan number
002
Plan type
2
Location
Chester, IL
Latest filing year
2023
Participants
2,188
End-of-year plan assets
$1,129,527

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,188H, C20241015093226NAL0016062355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,129,527
Total liabilities (EOY)
$0
Net assets (EOY)
$1,129,527
Net assets (BOY)
$323,177

Income & contributions

Participant contributions
$784,737
Total contributions
$789,400
Total income / additions
$925,711

Expenses & distributions

Benefits paid
$59,581
Administrative expenses
$59,780
Total expenses
$119,361
Net increase / (decrease)
$806,350

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory Services, LLCINVESTMENT ADVISORY-PLAN$25,000not reported in the loaded dataset2023
Transamerica Life Ins CoRECORDKEEPER$8,089$02023
Benefits PlusRECORDKEEPER$1,352$02023

Related Form 5500 pages