Gonzalez & Sons Equipment, Inc. 401k Retirement Plan And Trust — Form 5500 plan (Gonzalez & Sons Equipment, 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, Gonzalez & Sons Equipment, Inc. 401k Retirement Plan And Trust is a benefit plan reported by Gonzalez & Sons Equipment, Inc. under EIN 65-0250651 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $7,051,184 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gonzalez & Sons Equipment, Inc.
EIN
65-0250651
Plan number
001
Plan type
2
Location
Hialeah, FL
Latest filing year
2023
Participants
233
End-of-year plan assets
$7,051,184

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20241028131858NAL0003797601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,051,184
Total liabilities (EOY)
$0
Net assets (EOY)
$7,051,184
Net assets (BOY)
$5,882,654

Income & contributions

Employer contributions
$496,065
Participant contributions
$613,100
Total contributions
$1,109,165
Total income / additions
$1,777,665

Expenses & distributions

Benefits paid
$568,260
Administrative expenses
$8,313
Total expenses
$609,135
Net increase / (decrease)
$1,168,530

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$8,313not reported in the loaded dataset2023

Related Form 5500 pages