2023 Form 5500 filing — Gavin & Associates, LLC Employee Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722131507NAL0010463441010) for Gavin & Associates, LLC Employee Savings Plan, reported by Gavin & Associates, LLC under EIN 38-3303615 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.6MReported net assets$1,646,534
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240722131507NAL0010463441010
Plan sponsor
Gavin & Associates, LLC
EIN
38-3303615
Plan number
001
Location
Midland, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.6M total assets
Net assets$1.6MLiabilities
Money in vs. money out
Total income / additions$351K
Total expenses$2.1K
Benefits paid / distributions$2.1K
Contributions
Employer$28.3K
Participant$218K
Full reported line items
Total assets (EOY)
$1,646,534
Net assets (EOY)
$1,646,534
Employer contributions
$28,253
Participant contributions
$217,962
Total income / additions
$351,015
Benefits paid
$2,124
Total expenses
$2,124
Net increase / (decrease)
$348,891

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240722131507NAL0010463441010 cover?
It is the 2023 Form 5500 filing for Gavin & Associates, LLC Employee Savings Plan, reported by Gavin & Associates, LLC (EIN 38-3303615).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages