2023 Form 5500 filing — Gallagher Flynn & Co., Llp 401(K) Profit Sharing Plan And Trust
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 20241009092222NAL0018085825001) for Gallagher Flynn & Co., Llp 401(K) Profit Sharing Plan And Trust, reported by Gallagher Flynn & Co., Llp under EIN 03-0225774 and plan number 003. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009092222NAL0018085825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gallagher Flynn & Co., Llp
- EIN
- 03-0225774
- Plan number
- 003
- Location
- South Burlington, VT
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,270,938
- Net assets (EOY)
- $20,270,938
- Employer contributions
- $268,897
- Participant contributions
- $840,678
- Total income / additions
- $4,173,629
- Benefits paid
- $3,327,599
- Administrative expenses
- $83,595
- Total expenses
- $3,411,194
- Net increase / (decrease)
- $762,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | SERVICE PROVIDER | $41,788 | $0 |
| Lpl Financial LLC-Rpcp | SERVICE PROVIDER | $17,417 | $0 |
| Plan Integrity Partners, LLC | THIRD PARTY ADMINISTRATO | $11,768 | $0 |
| Caron And Bletzer, Pllc | AUDITOR | $11,000 | $0 |