Gifford Fong Associates 401(K) Plan — Form 5500 plan (Gifford Fong Associates)
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, Gifford Fong Associates 401(K) Plan is a benefit plan reported by Gifford Fong Associates under EIN 95-3305625 and plan number 002. The latest loaded filing year is 2023. The filing reports 18 participants and $2,178,778 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gifford Fong Associates
- EIN
- 95-3305625
- Plan number
- 002
- Plan type
- 2
- Location
- Lafayette, CA
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $2,178,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20240422112320NAL0018021986001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,178,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,178,778
- Net assets (BOY)
- $1,711,529
Income & contributions
- Employer contributions
- $21,652
- Participant contributions
- $99,195
- Total income / additions
- $480,999
Expenses & distributions
- Benefits paid
- $12,500
- Administrative expenses
- $1,250
- Total expenses
- $13,750
- Net increase / (decrease)
- $467,249
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.