Plan5500

G.I. Associates, LLC Defined Benefit Pension Plan And Trust — Form 5500 plan (G.I. Associates, 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, G.I. Associates, LLC Defined Benefit Pension Plan And Trust is a benefit plan reported by G.I. Associates, LLC under EIN 39-1994360 and plan number 101. The latest loaded filing year is 2023. The filing reports 365 participants and $17,050,652 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
G.I. Associates, LLC
EIN
39-1994360
Plan number
101
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
365
End-of-year plan assets
$17,050,652

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023365H, C20240930095111NAL0010858706001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,050,652
Total liabilities (EOY)
$381
Net assets (EOY)
$17,050,271
Net assets (BOY)
$15,766,350

Income & contributions

Employer contributions
$1,574,587
Total contributions
$1,574,587
Total income / additions
$2,492,849

Expenses & distributions

Benefits paid
$1,009,696
Administrative expenses
$199,232
Total expenses
$1,208,928
Net increase / (decrease)
$1,283,921

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Amp Wealth ManagmentNONE$113,508not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$30,476not reported in the loaded dataset2023
Dunbar, Bender, & Zapf, Inc.NONE$21,550not reported in the loaded dataset2023

Related Form 5500 pages