2023 Form 5500 filing — Gordon Brush Mfg. Co., Inc. Profit Sharing 401(K) 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 20241004083318NAL0005532243001) for Gordon Brush Mfg. Co., Inc. Profit Sharing 401(K) Plan, reported by Gordon Brush Mfg. Co., Inc. under EIN 95-2833933 and plan number 002. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.7MReported net assets$9,742,888
Participants140
Provider compensation$19.4K3 Schedule C row(s)$19,411
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004083318NAL0005532243001
Plan sponsor
Gordon Brush Mfg. Co., Inc.
EIN
95-2833933
Plan number
002
Location
City Of Industry, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.7M total assets
Net assets$9.7MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$442.8K
Benefits paid / distributions$423.4K
Contributions
Employer$335.8K
Participant$254.6K
Full reported line items
Total assets (EOY)
$9,742,888
Total liabilities (EOY)
$0
Net assets (EOY)
$9,742,888
Employer contributions
$335,801
Participant contributions
$254,637
Total income / additions
$2,224,966
Benefits paid
$423,382
Administrative expenses
$19,411
Total expenses
$442,793
Net increase / (decrease)
$1,782,173

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Monarch Corporate Advisors, Inc.INVESTMENT AD$8,319not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$6,869$0
Empower Advisory Group, LLCINVESTMENT MGMT$4,223not reported in the loaded dataset

Related Form 5500 pages