The Gallo Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Gallo Mechanical, LLC)

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, The Gallo Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Gallo Mechanical, LLC under EIN 72-0643909 and plan number 001. The latest loaded filing year is 2023. The filing reports 405 participants and $13,626,807 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gallo Mechanical, LLC
EIN
72-0643909
Plan number
001
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
405
End-of-year plan assets
$13,626,807

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023405H, C20241004134423NAL0019725680001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,626,807
Total liabilities (EOY)
$0
Net assets (EOY)
$13,626,807
Net assets (BOY)
$12,374,800

Income & contributions

Employer contributions
$754,074
Participant contributions
$1,489,186
Total contributions
$2,730,159
Total income / additions
$4,834,443

Expenses & distributions

Benefits paid
$3,557,130
Administrative expenses
$8,253
Total expenses
$3,582,436
Net increase / (decrease)
$1,252,007

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hancock Whitney BankADVISOR$8,810not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$557$02023

Related Form 5500 pages