General Distributing Company 401(K) Profit Sharing Plan — Form 5500 plan (General Distributing 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, General Distributing Company 401(K) Profit Sharing Plan is a benefit plan reported by General Distributing Company under EIN 87-0275548 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $12,644,523 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- General Distributing Company
- EIN
- 87-0275548
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $12,644,523
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20240723161800NAL0006807587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,644,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,644,523
- Net assets (BOY)
- $10,096,479
Income & contributions
- Employer contributions
- $254,998
- Participant contributions
- $658,789
- Total contributions
- $978,876
- Total income / additions
- $2,966,340
Expenses & distributions
- Benefits paid
- $364,692
- Administrative expenses
- $46,752
- Total expenses
- $418,296
- Net increase / (decrease)
- $2,548,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $33,906 | $0 | 2023 |
| Transitional Broker LLC | BROKER/ADVISER | $0 | $24,955 | 2023 |
| National Benefit Services | CONTRACT ADMIN | $9,266 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group LLC | OTHER | $2,207 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGR. | $639 | not reported in the loaded dataset | 2023 |
| Geneos Wealth Management | BROKER/ADVISOR | $0 | $521 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for General Distributing Company
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Empower Annuity Insurance Company — Schedule C compensation
- Transitional Broker LLC — Schedule C compensation
- National Benefit Services — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Geneos Wealth Management — Schedule C compensation