Gulf Regional Early Childhood Services Progress Sharing & 401(K) Plan — Form 5500 plan (Gulf Regional Early Childhood Services)
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, Gulf Regional Early Childhood Services Progress Sharing & 401(K) Plan is a benefit plan reported by Gulf Regional Early Childhood Services under EIN 63-1056487 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $4,094,523 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gulf Regional Early Childhood Services
- EIN
- 63-1056487
- Plan number
- 001
- Plan type
- 2
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $4,094,523
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20250714132144NAL0001086529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,094,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,094,523
- Net assets (BOY)
- $3,127,635
Income & contributions
- Employer contributions
- $282,399
- Participant contributions
- $163,093
- Total contributions
- $445,492
- Total income / additions
- $1,183,771
Expenses & distributions
- Benefits paid
- $194,105
- Administrative expenses
- $22,778
- Total expenses
- $216,883
- Net increase / (decrease)
- $966,888
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Net | BROKER / ADVISOR | $0 | $17,289 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $16,614 | $0 | 2023 |
| Economic Group Pension Services Inc | CONTRACT ADMIN | $5,690 | $3,538 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gulf Regional Early Childhood Services
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Mobile, AL
- Wells Fargo Advisors Financial Net — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Economic Group Pension Services Inc — Schedule C compensation