Gullo Companies 401(K) Savings Plan — Form 5500 plan (Tony Gullo Motors, I, Lp)

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, Gullo Companies 401(K) Savings Plan is a benefit plan reported by Tony Gullo Motors, I, Lp under EIN 76-0561851 and plan number 001. The latest loaded filing year is 2023. The filing reports 598 participants and $35,267,071 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tony Gullo Motors, I, Lp
EIN
76-0561851
Plan number
001
Plan type
2
Location
Conroe, TX
Latest filing year
2023
Participants
598
End-of-year plan assets
$35,267,071

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023598H, C20241015144817NAL0049992560001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,267,071
Total liabilities (EOY)
$0
Net assets (EOY)
$35,267,071
Net assets (BOY)
$29,600,832

Income & contributions

Employer contributions
$673,159
Participant contributions
$2,825,619
Total contributions
$3,602,043
Total income / additions
$9,059,429

Expenses & distributions

Benefits paid
$3,207,290
Administrative expenses
$185,900
Total expenses
$3,393,190
Net increase / (decrease)
$5,666,239

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY CLIENT$85,898$02023

Related Form 5500 pages