Plan5500

Gillmor Financial Services, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Gillmor Financial Services, Inc. (EIN 34-1764632) is a plan sponsor located in Old Fort, OH with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-1764632
Location
Old Fort, OH
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Gillmor Financial Services, Inc.

  • 1 loaded plans hold $49.4M in reported assets.
  • The largest, Old Fort Banking Company Employee Stock Ownership And 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 118 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$48.3MSummed across loaded plans$48,296,014
Total reported assets$49.4M$49,432,523
Total reported participants118
Total reported liabilities$1.1M$1,136,509

Reported net position

Reported assets = net assets + liabilities (summed)$49.4M total assets
Net assets$48.3MLiabilities$1.1M
Contributions & income
Employer contributions$377K
Participant contributions$411K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.6M
Net increase / (decrease)-$1.4M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Old Fort Banking Company Employee Stock Ownership And 401(K) Plan
Participants per plan118Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Old Fort Banking Company Employee Stock Ownership And 401(K) Plan$49.4M
    Plan #001 · 118 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Gillmor Financial Services, Inc.. Open one for its full reported snapshot.

  1. 2023
    Old Fort Banking Company Employee Stock Ownership And 401(K) Plan118 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Gillmor Financial Services, Inc. report on Form 5500?
Gillmor Financial Services, Inc. (EIN 34-1764632) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Gillmor Financial Services, Inc.?
The Employer Identification Number (EIN) reported for Gillmor Financial Services, Inc. is 34-1764632.
What is the latest Form 5500 filing year for Gillmor Financial Services, Inc.?
The latest loaded Form 5500 filing year for Gillmor Financial Services, Inc. is 2023.

Related Form 5500 pages