2023 Form 5500 filing — Guerbet 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 20240927095519NAL0000963315001) for Guerbet Retirement Savings Plan, reported by Guerbet America LLC under EIN 83-0724239 and plan number 001. It reports 588 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927095519NAL0000963315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Guerbet America LLC
- EIN
- 83-0724239
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 588
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,700,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,700,980
- Employer contributions
- $3,098,005
- Participant contributions
- $4,051,746
- Total income / additions
- $17,345,023
- Benefits paid
- $7,326,426
- Administrative expenses
- $20,551
- Total expenses
- $7,346,977
- Net increase / (decrease)
- $9,998,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $16,931 | $52,865 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $14,045 | not reported in the loaded dataset |