2023 Form 5500 filing — John Galt Staffing, Inc. 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 20240925140110NAL0014806673001) for John Galt Staffing, Inc. Retirement Savings Plan, reported by John Galt Staffing, Inc. under EIN 04-3374474 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925140110NAL0014806673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Galt Staffing, Inc.
- EIN
- 04-3374474
- Plan number
- 001
- Location
- Burlington, MA
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,218,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,218,032
- Employer contributions
- $601,551
- Participant contributions
- $643,602
- Total income / additions
- $3,459,719
- Benefits paid
- $334,535
- Administrative expenses
- $83,978
- Total expenses
- $418,513
- Net increase / (decrease)
- $3,041,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORD KEEPER | $69,909 | $0 |
| Jw Cole Financial, Inc. | INVESTMENT PR OVIDER | $0 | $44,126 |
| The Pension Service Inc | THIRD PARTY ADMINISTRATO | $13,566 | $0 |
| Jw Cole Ins Services, Inc. | INVESTMENT PROVIDER | $0 | $3,230 |
| Iron-Co-Fid-3(21) | INVESTMENT PROVIDER | $504 | $0 |