Plan5500

P.W. Gillibrand Company Tax-Deferred Savings Plan — Form 5500 plan (P.W. Gillibrand Co., 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, P.W. Gillibrand Company Tax-Deferred Savings Plan is a benefit plan reported by P.W. Gillibrand Co., Inc. under EIN 46-1570382 and plan number 003. The latest loaded filing year is 2023. The filing reports 194 participants and $21,640,598 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
P.W. Gillibrand Co., Inc.
EIN
46-1570382
Plan number
003
Plan type
2
Location
Simi Valley, CA
Latest filing year
2023
Participants
194
End-of-year plan assets
$21,640,598

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20240522132228NAL0007535602001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,640,598
Total liabilities (EOY)
$0
Net assets (EOY)
$21,640,598
Net assets (BOY)
$17,521,058

Income & contributions

Employer contributions
$881,357
Participant contributions
$1,382,115
Total contributions
$2,270,135
Total income / additions
$5,073,621

Expenses & distributions

Benefits paid
$864,826
Administrative expenses
$72,106
Total expenses
$954,081
Net increase / (decrease)
$4,119,540

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$42,106not reported in the loaded dataset2023
Ubs Financial Services IncADVISOR$30,000not reported in the loaded dataset2023

Related Form 5500 pages