2023 Form 5500 filing — The Gmu Geotechnical, Inc. Retirement Savings Plans

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 20240930134949NAL0010264384001) for The Gmu Geotechnical, Inc. Retirement Savings Plans, reported by Gmu Geotechnical, Inc. under EIN 33-0359134 and plan number 001. It reports 52 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.1MReported net assets$11,085,253
Participants52
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240930134949NAL0010264384001
Plan sponsor
Gmu Geotechnical, Inc.
EIN
33-0359134
Plan number
001
Location
Rancho Santa Margarita, CA
Received date
not reported in the loaded dataset
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)$11.1M total assets
Net assets$11.1MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$327.4K
Participant$421.8K
Full reported line items
Total assets (EOY)
$11,085,253
Total liabilities (EOY)
$0
Net assets (EOY)
$11,085,253
Employer contributions
$327,354
Participant contributions
$421,773
Total income / additions
$2,647,983
Benefits paid
$1,474,427
Administrative expenses
$832
Total expenses
$1,478,196
Net increase / (decrease)
$1,169,787

Related Form 5500 pages