Savings And Retirement Plan For Employees Of Great Bay Distributors, Inc. — Form 5500 plan (Great Bay Distributors, 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, Savings And Retirement Plan For Employees Of Great Bay Distributors, Inc. is a benefit plan reported by Great Bay Distributors, Inc. under EIN 59-1196133 and plan number 002. The latest loaded filing year is 2023. The filing reports 514 participants and $41,171,762 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Great Bay Distributors, Inc.
- EIN
- 59-1196133
- Plan number
- 002
- Plan type
- 2
- Location
- St Petersburg, FL
- Latest filing year
- 2023
- Participants
- 514
- End-of-year plan assets
- $41,171,762
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 514 | H, C | 20250404130422NAL0006871027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,171,762
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,171,762
- Net assets (BOY)
- $36,013,862
Income & contributions
- Employer contributions
- $570,944
- Participant contributions
- $1,897,361
- Total contributions
- $2,486,513
- Total income / additions
- $7,427,349
Expenses & distributions
- Benefits paid
- $2,168,611
- Administrative expenses
- $59,796
- Total expenses
- $2,269,449
- Net increase / (decrease)
- $5,157,900
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ifp Advisors Inc Dba Independent | INVESTMENT ADVISOR | $44,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,796 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Great Bay Distributors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in St Petersburg, FL
- Ifp Advisors Inc Dba Independent — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation