Gis National, LLC 401(K) Plan And Trust — Form 5500 plan (Gis National, 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, Gis National, LLC 401(K) Plan And Trust is a benefit plan reported by Gis National, LLC under EIN 46-2499839 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $8,215,403 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gis National, LLC
EIN
46-2499839
Plan number
001
Plan type
2
Location
St. Petersburg, FL
Latest filing year
2023
Participants
297
End-of-year plan assets
$8,215,403

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023297H, C20240917105104NAL0002779569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,215,403
Total liabilities (EOY)
$0
Net assets (EOY)
$8,215,403
Net assets (BOY)
$5,032,432

Income & contributions

Employer contributions
$704,797
Participant contributions
$1,307,892
Total contributions
$2,419,444
Total income / additions
$3,330,596

Expenses & distributions

Benefits paid
$109,714
Administrative expenses
$37,911
Total expenses
$147,625
Net increase / (decrease)
$3,182,971

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuit Ins Co Of AmericaRECORDKEEPER$30,794not reported in the loaded dataset2023
Empower Advisor GroupINVESTMENT MGMT$8,093not reported in the loaded dataset2023
Carnow And Associates, Ltd.TPA$2,375$5,5392023

Related Form 5500 pages