The Gemological Institute Of America, Inc. 401(K) Plan — Form 5500 plan (Gemological Institute Of America, 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, The Gemological Institute Of America, Inc. 401(K) Plan is a benefit plan reported by Gemological Institute Of America, Inc under EIN 95-3797687 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,805 participants and $274,324,841 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gemological Institute Of America, Inc
- EIN
- 95-3797687
- Plan number
- 003
- Plan type
- 2
- Location
- Carlsbad, CA
- Latest filing year
- 2023
- Participants
- 1,805
- End-of-year plan assets
- $274,324,841
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,805 | H, C | 20241014174807NAL0047056064001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $274,324,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $274,324,841
- Net assets (BOY)
- $227,695,978
Income & contributions
- Employer contributions
- $9,546,763
- Participant contributions
- $11,599,346
- Total contributions
- $21,786,014
- Total income / additions
- $64,187,216
Expenses & distributions
- Benefits paid
- $17,409,664
- Administrative expenses
- $148,689
- Total expenses
- $17,558,353
- Net increase / (decrease)
- $46,628,863
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $68,889 | $0 | 2023 |
| Nfp Retirement Inc/Advisor Services | NONE | $65,000 | not reported in the loaded dataset | 2023 |
| Jgd & Associates, Llp | NONE | $14,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gemological Institute Of America, Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carlsbad, CA
- T Rowe Price Rps Inc — Schedule C compensation
- Nfp Retirement Inc/Advisor Services — Schedule C compensation
- Jgd & Associates, Llp — Schedule C compensation