Giant Bicycle Inc 401k Plan — Form 5500 plan (Giant Bicycle 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, Giant Bicycle Inc 401k Plan is a benefit plan reported by Giant Bicycle Inc under EIN 62-1327237 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $13,619,964 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.6MPlan net assets, end of year$13,619,964
Participants152Covered participants reported
Assets / participant$89.6KComputed: assets ÷ participants$89,605 (computed)
Provider compensation$58.4K4 Schedule C provider row(s)$58,445
- Plan sponsor
- Giant Bicycle Inc
- EIN
- 62-1327237
- Plan number
- 001
- Plan type
- 2
- Location
- Newbury Park, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20240830154024NAL0008457539001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13.6M total assets
Net assets$13.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,619,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,619,964
- Net assets (BOY)
- $12,283,117
Income & contributions
- Employer contributions
- $297,866
- Participant contributions
- $1,056,535
- Total contributions
- $1,383,409
- Total income / additions
- $3,249,895
Expenses & distributions
- Benefits paid
- $1,832,471
- Administrative expenses
- $58,061
- Total expenses
- $1,913,048
- Net increase / (decrease)
- $1,336,847
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income56%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $44,532 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $7,199 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $5,734 | not reported in the loaded dataset | 2023 |
| Truog-Ryding Company, Inc. | TPA | $980 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Giant Bicycle Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Newbury Park, CA
- Lpl Financial — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Truog-Ryding Company, Inc. — Schedule C compensation