2023 Form 5500 filing — Gp 50 New York Ltd. 401(K) Profit Sharing 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 20240724084318NAL0007999635001) for Gp 50 New York Ltd. 401(K) Profit Sharing Plan, reported by Gp 50 New York Ltd. under EIN 16-1265534 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240724084318NAL0007999635001
Filing year
2023
Form type
2
Plan sponsor
Gp 50 New York Ltd.
EIN
16-1265534
Plan number
001
Location
Grand Island, NY
Participants
142
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,355,129
Net assets (EOY)
$5,355,129
Employer contributions
$157,220
Participant contributions
$534,162
Total income / additions
$1,577,248
Benefits paid
$463,660
Administrative expenses
$36,825
Total expenses
$500,485
Net increase / (decrease)
$1,076,763
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$31,495not reported in the loaded dataset
Upfsa Insurance Agency Of Arizona IOTHER SERVICES$0$13,099
Actuarial Consulting Services, Inc.CONTRACT ADMINISTRATOR$5,330$1,949
United Planners' Financial ServicesOTHER SERVICES$0$6,396

Related Form 5500 pages