2023 Form 5500 filing — Gillman, Inc. 401k 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 20241009074657NAL0010413491001) for Gillman, Inc. 401k Plan, reported by Gillman, Inc. under EIN 35-1498056 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009074657NAL0010413491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gillman, Inc.
- EIN
- 35-1498056
- Plan number
- 001
- Location
- Batesville, IN
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,141,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,141,766
- Employer contributions
- $221,082
- Participant contributions
- $592,019
- Total income / additions
- $1,502,255
- Benefits paid
- $929,820
- Administrative expenses
- $33,466
- Total expenses
- $963,286
- Net increase / (decrease)
- $538,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Financial Bank | NONE | $17,576 | not reported in the loaded dataset |
| American Pension Benefits | NONE | $13,512 | not reported in the loaded dataset |
| Mid Atlantic Trust Company | NONE | $2,378 | not reported in the loaded dataset |