Gemini Industries, Inc. Profit Sharing Plan — Form 5500 plan (Gemini Industries, 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, Gemini Industries, Inc. Profit Sharing Plan is a benefit plan reported by Gemini Industries, Inc. under EIN 73-0743590 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $77,837,865 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gemini Industries, Inc.
EIN
73-0743590
Plan number
001
Plan type
2
Location
El Reno, OK
Latest filing year
2023
Participants
215
End-of-year plan assets
$77,837,865

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H, C20241015134726NAL0028629473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,837,865
Total liabilities (EOY)
$11,352,094
Net assets (EOY)
$66,485,771
Net assets (BOY)
$58,686,616

Income & contributions

Employer contributions
$2,251,004
Participant contributions
$863,573
Total contributions
$3,571,451
Total income / additions
$14,125,598

Expenses & distributions

Benefits paid
$6,003,432
Administrative expenses
$63,362
Total expenses
$6,326,443
Net increase / (decrease)
$7,799,155

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$38,468not reported in the loaded dataset2023
Mariner Retirement Advisors LLCNONE$24,894not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages