2023 Form 5500 filing — Geddes And Company Profit Sharing Thrift 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 20240930113242NAL0005480385001) for Geddes And Company Profit Sharing Thrift Plan, reported by Geddes And Company under EIN 86-0358045 and plan number 002. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930113242NAL0005480385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Geddes And Company
- EIN
- 86-0358045
- Plan number
- 002
- Location
- Phoenix, AZ
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,642,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,642,341
- Employer contributions
- $140,991
- Participant contributions
- $559,736
- Total income / additions
- $2,075,192
- Benefits paid
- $490,846
- Administrative expenses
- $16,127
- Total expenses
- $507,209
- Net increase / (decrease)
- $1,567,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Coe & Van Loo Consultants Inc Dba C | OTHER | $14,827 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $1,300 | $0 |
| Schwab, Inc. | BROKERAGE SERVICES | $0 | $0 |