2023 Form 5500 filing — G. Lopes Construction Inc. 401(K) 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 20240828151032NAL0011967105001) for G. Lopes Construction Inc. 401(K) Plan, reported by G. Lopes Construction Inc. under EIN 04-2765973 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828151032NAL0011967105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- G. Lopes Construction Inc.
- EIN
- 04-2765973
- Plan number
- 001
- Location
- Taunton, MA
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,845,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,845,619
- Employer contributions
- $211,185
- Participant contributions
- $844,901
- Total income / additions
- $3,552,836
- Benefits paid
- $1,715,753
- Administrative expenses
- $34,573
- Total expenses
- $1,760,535
- Net increase / (decrease)
- $1,792,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $25,202 | not reported in the loaded dataset |
| Gray Gray & Gray | ACCOUNTANT/AUDITOR | $5,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,205 | $0 |