The Gatesworth Employee Savings & Retirement Plan — Form 5500 plan (The Gatesworth)
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, The Gatesworth Employee Savings & Retirement Plan is a benefit plan reported by The Gatesworth under EIN 43-1458239 and plan number 001. The latest loaded filing year is 2023. The filing reports 643 participants and $5,628,014 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.6MPlan net assets, end of year$5,628,014
Participants643Covered participants reported
Assets / participant$8.8KComputed: assets ÷ participants$8,753 (computed)
Provider compensation$54.4K4 Schedule C provider row(s)$54,367
- Plan sponsor
- The Gatesworth
- EIN
- 43-1458239
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 643 | H, C | 20240924105854NAL0023485330001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.6M total assets
Net assets$5.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,628,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,628,014
- Net assets (BOY)
- $5,486,598
Income & contributions
- Employer contributions
- $75,768
- Participant contributions
- $454,805
- Total contributions
- $530,573
- Total income / additions
- $1,240,688
Expenses & distributions
- Benefits paid
- $1,046,261
- Administrative expenses
- $44,553
- Total expenses
- $1,099,272
- Net increase / (decrease)
- $141,416
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
14%86%
Employer 14%Participant 86%
Total expenses ÷ net assets20%Computed ratio
Benefits paid ÷ total income84%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ASDMINSTRATOR | $33,649 | $0 | 2023 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $10,458 | $1,715 | 2023 |
| Sbhu Life Agency Inc | OTHER SERVICES | $0 | $8,545 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Gatesworth
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Principal Life Insurance Company — Schedule C compensation
- Orenda Retirement LLC — Schedule C compensation
- Sbhu Life Agency Inc — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation