2023 Form 5500 filing — Gulf Stream Coach, Inc. Retirement Savings 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 20241014133322NAL0027400769001) for Gulf Stream Coach, Inc. Retirement Savings Plan, reported by Gulf Stream Coach, Inc. under EIN 35-1567637 and plan number 001. It reports 661 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133322NAL0027400769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gulf Stream Coach, Inc.
- EIN
- 35-1567637
- Plan number
- 001
- Location
- Nappanee, IN
- Participants
- 661
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,613,181
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,613,181
- Employer contributions
- $91,701
- Participant contributions
- $569,974
- Total income / additions
- $2,332,195
- Benefits paid
- $1,686,614
- Administrative expenses
- $83,411
- Total expenses
- $1,804,912
- Net increase / (decrease)
- $527,283
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Guidance Investment Advisors | INVESTMENT ADVISOR | $40,245 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $31,721 | $0 |
| Rsm Us Llp | ACCOUNTANT/AUDITOR | $11,445 | not reported in the loaded dataset |