Plan5500

Gadabout, Inc. 401k Profit Sharing Plan — Form 5500 plan (Gadabout, 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, Gadabout, Inc. 401k Profit Sharing Plan is a benefit plan reported by Gadabout, Inc. under EIN 86-0421261 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $7,692,200 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gadabout, Inc.
EIN
86-0421261
Plan number
001
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
Participants
239
End-of-year plan assets
$7,692,200

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20241014230456NAL0013921123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,692,200
Total liabilities (EOY)
$816
Net assets (EOY)
$7,691,384
Net assets (BOY)
$6,552,968

Income & contributions

Employer contributions
$11,196
Participant contributions
$433,057
Total contributions
$444,253
Total income / additions
$1,554,161

Expenses & distributions

Benefits paid
$362,632
Administrative expenses
$53,113
Total expenses
$415,745
Net increase / (decrease)
$1,138,416

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust RetirementNONE$26,482not reported in the loaded dataset2023
Rbc Wealth ManagementNONE$25,740not reported in the loaded dataset2023

Related Form 5500 pages