2023 Form 5500 filing — Gresser, Inc. And Affiliates 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 20241014101523NAL0025901729001) for Gresser, Inc. And Affiliates 401k Plan, reported by Gresser, Inc. under EIN 77-0415645 and plan number 001. It reports 1,355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101523NAL0025901729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gresser, Inc.
- EIN
- 77-0415645
- Plan number
- 001
- Location
- Santa Maria, CA
- Participants
- 1,355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,115,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,115,750
- Employer contributions
- $293,990
- Participant contributions
- $558,223
- Total income / additions
- $2,239,670
- Benefits paid
- $127,250
- Administrative expenses
- $35,268
- Total expenses
- $162,518
- Net increase / (decrease)
- $2,077,152
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,378 | not reported in the loaded dataset |
| Wells Fargo Advisors | ADVISOR | $9,660 | not reported in the loaded dataset |
| Morgan Stanley | ADVISOR | $230 | not reported in the loaded dataset |