2023 Form 5500 filing — Gilbane 401(K) & Retirement 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 20240904093627NAL0032469712001) for Gilbane 401(K) & Retirement Plan, reported by Gilbane Inc. under EIN 05-0147010 and plan number 001. It reports 5,123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240904093627NAL0032469712001
Filing year
2023
Form type
2
Plan sponsor
Gilbane Inc.
EIN
05-0147010
Plan number
001
Location
Providence, RI
Participants
5,123
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$906,305,222
Total liabilities (EOY)
$2,444
Net assets (EOY)
$906,302,778
Employer contributions
$28,612,201
Participant contributions
$38,549,403
Total income / additions
$208,476,690
Benefits paid
$93,998,789
Administrative expenses
$478,442
Total expenses
$94,544,596
Net increase / (decrease)
$113,932,094
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Strategic Advisors, Inc.ADVISOR$268,019not reported in the loaded dataset
Gyl Financial Synergies, LLCCONSULTANT$100,000not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$66,854$0

Related Form 5500 pages