Plan5500

Gerou Excavating, 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, Gerou Excavating, Inc. (EIN 38-2675354) is a plan sponsor located in Munising, MI 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
38-2675354
Location
Munising, MI
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 Gerou Excavating, Inc.

  • 1 loaded plans hold $688K in reported assets.
  • The largest, Gerou Excavating, Inc. Employee Stock Ownership Pl, holds 100% of this company's reported plan assets.
  • Plans cover 16 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$503KSummed across loaded plans$503,011
Total reported assets$688K$688,016
Total reported participants16
Total reported liabilities$185K$185,005

Reported net position

Reported assets = net assets + liabilities (summed)$688K total assets
Net assets$503KLiabilities$185K
Contributions & income
Total income / additions$59.5K
Expenses & distributions
Benefits paid / distributions$392
Total expenses-$179.4K
Net increase / (decrease)$238.9K

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%Gerou Excavating, Inc. Employee Stock Ownership Pl
Participants per plan16Average 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
    Gerou Excavating, Inc. Employee Stock Ownership Pl$688K
    Plan #002 · 16 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 Gerou Excavating, Inc.. Open one for its full reported snapshot.

  1. 2023
    Gerou Excavating, Inc. Employee Stock Ownership Pl16 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Gerou Excavating, Inc. report on Form 5500?
Gerou Excavating, Inc. (EIN 38-2675354) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Gerou Excavating, Inc.?
The Employer Identification Number (EIN) reported for Gerou Excavating, Inc. is 38-2675354.
What is the latest Form 5500 filing year for Gerou Excavating, Inc.?
The latest loaded Form 5500 filing year for Gerou Excavating, Inc. is 2023.

Related Form 5500 pages