2023 Form 5500 filing — The Gateway Engineers, Inc. Profit Sharing Retirement & 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 20241007111023NAL0008810195001) for The Gateway Engineers, Inc. Profit Sharing Retirement & 401(K) Plan, reported by The Gateway Engineers, Inc under EIN 25-1006946 and plan number 001. It reports 261 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)$41.1MReported net assets$41,146,418
Participants261
Provider compensation$128.1K4 Schedule C row(s)$128,122
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007111023NAL0008810195001
Plan sponsor
The Gateway Engineers, Inc
EIN
25-1006946
Plan number
001
Location
Pittsburgh, PA
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)$41.1M total assets
Net assets$41.1MLiabilities$0
Money in vs. money out
Total income / additions$9.2M
Total expenses$2.3M
Benefits paid / distributions$2.2M
Contributions
Employer$1.5M
Participant$1.7M
Full reported line items
Total assets (EOY)
$41,146,418
Total liabilities (EOY)
$0
Net assets (EOY)
$41,146,418
Employer contributions
$1,481,944
Participant contributions
$1,723,451
Total income / additions
$9,187,097
Benefits paid
$2,186,649
Administrative expenses
$126,747
Total expenses
$2,313,396
Net increase / (decrease)
$6,873,701

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyNONE$63,131$0
Lincoln Financial SecuritiesNONE$54,068not reported in the loaded dataset
Envestnet Retirement Solutions, LLCNONE$7,064not reported in the loaded dataset
Empower Advisory Group, LLCNONE$3,859not reported in the loaded dataset

Related Form 5500 pages