2023 Form 5500 filing — Gerken Retirement 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 20240912133601NAL0005195667001) for Gerken Retirement Savings Plan, reported by Gerken Materials, Inc. under EIN 34-4478444 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$31.4MReported net assets$31,434,771
Participants254
Provider compensation$60.2K4 Schedule C row(s)$60,168
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240912133601NAL0005195667001
- Plan sponsor
- Gerken Materials, Inc.
- EIN
- 34-4478444
- Plan number
- 001
- Location
- Napoleon, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$31.4M total assets
Net assets$31.4MLiabilities—
Full reported line items
- Total assets (EOY)
- $31,434,771
- Net assets (EOY)
- $31,434,771
- Employer contributions
- $864,519
- Participant contributions
- $1,515,487
- Total income / additions
- $6,568,322
- Benefits paid
- $3,948,436
- Administrative expenses
- $19,052
- Total expenses
- $3,967,488
- Net increase / (decrease)
- $2,600,834
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC - Rpcp | BROKER | $44,872 | not reported in the loaded dataset |
| Millennium Investment | AUTOMATIC IRA ROLLOVER PR | $9,583 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | PLAN RECORDKEEPER | $3,656 | not reported in the loaded dataset |
| Northstar Fiduciary Partners | BROKER | $2,057 | not reported in the loaded dataset |