Plan5500

Andy Gump, Inc. 401(K) Savings & Investment Plan — Form 5500 plan (Andy Gump, 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, Andy Gump, Inc. 401(K) Savings & Investment Plan is a benefit plan reported by Andy Gump, Inc. under EIN 95-2588604 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $14,814,483 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Andy Gump, Inc.
EIN
95-2588604
Plan number
001
Plan type
2
Location
Santa Clarita, CA
Latest filing year
2023
Participants
283
End-of-year plan assets
$14,814,483

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023283H, C20241014114125NAL0052091746001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,814,483
Total liabilities (EOY)
$0
Net assets (EOY)
$14,814,483
Net assets (BOY)
$12,873,510

Income & contributions

Employer contributions
$893,633
Participant contributions
$764,332
Total contributions
$1,657,965
Total income / additions
$3,385,742

Expenses & distributions

Benefits paid
$1,348,810
Administrative expenses
$83,449
Total expenses
$1,444,769
Net increase / (decrease)
$1,940,973

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Co.RECORDKEEPER AND INV MGM$79,626$02023
Pasadena Private Wealth, LLCINVESTMENT ADVISOR$52,775not reported in the loaded dataset2023
Nexus Administrators, Inc.CONTRACT ADMIN$3,875not reported in the loaded dataset2023

Related Form 5500 pages