Gibbens Drake Scott, Inc. Employee Stock Ownership Fund — Form 5500 plan (Gibbens Drake Scott, 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, Gibbens Drake Scott, Inc. Employee Stock Ownership Fund is a benefit plan reported by Gibbens Drake Scott, Inc. under EIN 43-1303814 and plan number 002. The latest loaded filing year is 2023. The filing reports 27 participants and $741,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gibbens Drake Scott, Inc.
- EIN
- 43-1303814
- Plan number
- 002
- Plan type
- 2
- Location
- Raytown, MO
- Latest filing year
- 2023
- Participants
- 27
- End-of-year plan assets
- $741,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27 | I | 20240411105639NAL0000191507001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $741,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $741,528
- Net assets (BOY)
- $731,739
Income & contributions
- Total income / additions
- $28,171
Expenses & distributions
- Benefits paid
- $18,382
- Total expenses
- $18,382
- Net increase / (decrease)
- $9,789
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.