2023 Form 5500 filing — Gregory Electric Company, Inc. Employee Savings And 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 20240926153447NAL0001552864001) for Gregory Electric Company, Inc. Employee Savings And Profit Sharing Plan, reported by Gregory Electric Company, Inc. under EIN 57-0362682 and plan number 002. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926153447NAL0001552864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gregory Electric Company, Inc.
- EIN
- 57-0362682
- Plan number
- 002
- Location
- Columbia, SC
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,423,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,423,317
- Employer contributions
- $324,119
- Participant contributions
- $649,501
- Total income / additions
- $3,658,373
- Benefits paid
- $740,739
- Administrative expenses
- $25,611
- Total expenses
- $771,070
- Net increase / (decrease)
- $2,887,303
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Comperio Retirement Consulting, In | CONSULTANT | $20,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,611 | $0 |