Gid Investment Advisers LLC Savings & Retirement Plan — Form 5500 plan (Gid Investment Advisers 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, Gid Investment Advisers LLC Savings & Retirement Plan is a benefit plan reported by Gid Investment Advisers LLC under EIN 80-0081966 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,605 participants and $122,575,644 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gid Investment Advisers LLC
- EIN
- 80-0081966
- Plan number
- 002
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 1,605
- End-of-year plan assets
- $122,575,644
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,605 | H, C | 20240730115851NAL0019976529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $122,575,644
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $122,575,644
- Net assets (BOY)
- $101,165,482
Income & contributions
- Employer contributions
- $3,097,416
- Participant contributions
- $9,684,032
- Total contributions
- $14,681,120
- Total income / additions
- $32,285,037
Expenses & distributions
- Benefits paid
- $10,659,289
- Administrative expenses
- $215,169
- Total expenses
- $10,874,875
- Net increase / (decrease)
- $21,410,162
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $200,515 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISORY | $1,153 | $37,000 | 2023 |
| Britt & Company Cpa LLC | ACCOUNTANT | $13,500 | not reported in the loaded dataset | 2023 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $0 | $10,671 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gid Investment Advisers LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Principal Life Insurance Company — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Britt & Company Cpa LLC — Schedule C compensation
- Orenda Retirement LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation