Gatesair 401(K) Plan — Form 5500 plan (Gatesair, 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, Gatesair 401(K) Plan is a benefit plan reported by Gatesair, Inc. under EIN 46-4956212 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $30,095,470 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gatesair, Inc.
EIN
46-4956212
Plan number
001
Plan type
2
Location
Mason, OH
Latest filing year
2023
Participants
218
End-of-year plan assets
$30,095,470

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20241008143811NAL0016870689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,095,470
Total liabilities (EOY)
$0
Net assets (EOY)
$30,095,470
Net assets (BOY)
$26,640,540

Income & contributions

Employer contributions
$360,709
Participant contributions
$1,279,139
Total contributions
$1,639,848
Total income / additions
$5,525,973

Expenses & distributions

Benefits paid
$2,029,763
Administrative expenses
$41,280
Total expenses
$2,071,043
Net increase / (decrease)
$3,454,930

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$41,280not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages