Gunderlin, Ltd. Retirement Savings Plan — Form 5500 plan (Gunderlin, Ltd.)

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, Gunderlin, Ltd. Retirement Savings Plan is a benefit plan reported by Gunderlin, Ltd. under EIN 59-0691691 and plan number 002. The latest loaded filing year is 2023. The filing reports 138 participants and $11,155,983 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gunderlin, Ltd.
EIN
59-0691691
Plan number
002
Plan type
2
Location
Hialeah, FL
Latest filing year
2023
Participants
138
End-of-year plan assets
$11,155,983

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20241011150641NAL0037373120001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,155,983
Total liabilities (EOY)
$0
Net assets (EOY)
$11,155,983
Net assets (BOY)
$9,531,857

Income & contributions

Employer contributions
$183,139
Participant contributions
$476,539
Total contributions
$659,678
Total income / additions
$2,218,437

Expenses & distributions

Benefits paid
$563,696
Administrative expenses
$27,884
Total expenses
$594,311
Net increase / (decrease)
$1,624,126

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stadion Money ManagementNONE$23,784not reported in the loaded dataset2023
United Of OmahaINVESTMENT COMPANY$4,100$02023
Mutual Of OmahaINVESTMENT COMPANY$0$02023

Related Form 5500 pages