Gallegos Masonry, Inc. 401k Plan — Form 5500 plan (Gallegos Masonry, 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, Gallegos Masonry, Inc. 401k Plan is a benefit plan reported by Gallegos Masonry, Inc. under EIN 84-0741521 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $13,849,649 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gallegos Masonry, Inc.
EIN
84-0741521
Plan number
001
Plan type
2
Location
Vail, CO
Latest filing year
2023
Participants
217
End-of-year plan assets
$13,849,649

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H, C20240724161806NAL0007636771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,849,649
Total liabilities (EOY)
$32,149
Net assets (EOY)
$13,817,500
Net assets (BOY)
$12,279,513

Income & contributions

Employer contributions
$212,912
Participant contributions
$671,771
Total contributions
$925,146
Total income / additions
$2,963,657

Expenses & distributions

Benefits paid
$1,381,544
Administrative expenses
$11,977
Total expenses
$1,425,670
Net increase / (decrease)
$1,537,987

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jocelyn Pension Consulting, LLCNONE$11,977not reported in the loaded dataset2023

Related Form 5500 pages