2023 Form 5500 filing — Gammage & Burnham Pension & 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 20240925074818NAL0014348577001) for Gammage & Burnham Pension & Profit-Sharing Plan, reported by Gammage & Burnham Plc under EIN 86-0450146 and plan number 001. It reports 107 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$27.3MReported net assets$27,271,862
Participants107
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240925074818NAL0014348577001
Plan sponsor
Gammage & Burnham Plc
EIN
86-0450146
Plan number
001
Location
Phoenix, AZ
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)$27.3M total assets
Net assets$27.3MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$2.8M
Benefits paid / distributions$2.7M
Contributions
Employer$1M
Participant$746.5K
Full reported line items
Total assets (EOY)
$27,271,862
Total liabilities (EOY)
$0
Net assets (EOY)
$27,271,862
Employer contributions
$1,032,154
Participant contributions
$746,497
Total income / additions
$5,359,547
Benefits paid
$2,710,224
Administrative expenses
$57,590
Total expenses
$2,767,814
Net increase / (decrease)
$2,591,733

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925074818NAL0014348577001 cover?
It is the 2023 Form 5500 filing for Gammage & Burnham Pension & Profit-Sharing Plan, reported by Gammage & Burnham Plc (EIN 86-0450146).
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