The Gates Matchmaker Plan — Form 5500 plan (Gates Corporation)
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 Gates Matchmaker Plan is a benefit plan reported by Gates Corporation under EIN 84-0857401 and plan number 334. The latest loaded filing year is 2023. The filing reports 6,724 participants and $663,080,807 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gates Corporation
- EIN
- 84-0857401
- Plan number
- 334
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 6,724
- End-of-year plan assets
- $663,080,807
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,724 | H, C | 20240916145444NAL0001124675002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $663,080,807
- Total liabilities (EOY)
- $291,303
- Net assets (EOY)
- $662,789,504
- Net assets (BOY)
- $600,840,940
Income & contributions
- Employer contributions
- $14,815,709
- Participant contributions
- $20,921,783
- Total contributions
- $37,715,360
- Total income / additions
- $128,349,691
Expenses & distributions
- Benefits paid
- $65,565,384
- Administrative expenses
- $831,858
- Total expenses
- $66,401,127
- Net increase / (decrease)
- $61,948,564
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $391,730 | not reported in the loaded dataset | 2023 |
| Goldman Sachs | NONE | $272,031 | not reported in the loaded dataset | 2023 |
| Robert W Baird Co Incorporat | NONE | $95,000 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $54,462 | not reported in the loaded dataset | 2023 |
| Bdo Usa Llp | NONE | $42,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gates Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Goldman Sachs — Schedule C compensation
- Robert W Baird Co Incorporat — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Bdo Usa Llp — Schedule C compensation