Geddes And Company Profit Sharing Thrift Plan — Form 5500 plan (Geddes And Company)
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, Geddes And Company Profit Sharing Thrift Plan is a benefit plan reported by Geddes And Company under EIN 86-0358045 and plan number 002. The latest loaded filing year is 2023. The filing reports 156 participants and $9,642,341 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Geddes And Company
- EIN
- 86-0358045
- Plan number
- 002
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $9,642,341
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20240930113242NAL0005480385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,642,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,642,341
- Net assets (BOY)
- $8,074,358
Income & contributions
- Employer contributions
- $140,991
- Participant contributions
- $559,736
- Total contributions
- $700,727
- Total income / additions
- $2,075,192
Expenses & distributions
- Benefits paid
- $490,846
- Administrative expenses
- $16,127
- Total expenses
- $507,209
- Net increase / (decrease)
- $1,567,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Coe & Van Loo Consultants Inc Dba C | OTHER | $14,827 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $1,300 | $0 | 2023 |
| Schwab, Inc. | BROKERAGE SERVICES | $0 | $0 | 2023 |