A. L. Gilbert Company Profit Sharing & Retirement Plan — Form 5500 plan (A.L. Gilbert 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, A. L. Gilbert Company Profit Sharing & Retirement Plan is a benefit plan reported by A.L. Gilbert Company under EIN 94-2277358 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $31,647,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A.L. Gilbert Company
- EIN
- 94-2277358
- Plan number
- 001
- Plan type
- 2
- Location
- Oakdale, CA
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $31,647,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20241212135758NAL0009436691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,647,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,647,378
- Net assets (BOY)
- $30,917,933
Income & contributions
- Employer contributions
- $300,000
- Total contributions
- $300,000
- Total income / additions
- $5,438,097
Expenses & distributions
- Benefits paid
- $4,707,544
- Administrative expenses
- $1,108
- Total expenses
- $4,708,652
- Net increase / (decrease)
- $729,445
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Digital Retirement Solutions, Inc. | NONE | $1,108 | $0 | 2023 |
| Matrix Financial Solutions, Inc. | NONE | $0 | $0 | 2023 |