2023 Form 5500 filing — Gully Icx 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 20241014145508NAL0015150915001) for Gully Icx 401(K) Plan, reported by Gully Transportation, Inc. under EIN 37-0646764 and plan number 001. It reports 311 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)$7.1MReported net assets$7,106,772
Participants311
Provider compensation$21.6K2 Schedule C row(s)$21,619
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014145508NAL0015150915001
Plan sponsor
Gully Transportation, Inc.
EIN
37-0646764
Plan number
001
Location
Quincy, IL
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)$7.1M total assets
Net assets$7.1MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$386.7K
Benefits paid / distributions$366.2K
Contributions
Employer$309.8K
Participant$545.3K
Full reported line items
Total assets (EOY)
$7,106,772
Total liabilities (EOY)
$0
Net assets (EOY)
$7,106,772
Employer contributions
$309,827
Participant contributions
$545,319
Total income / additions
$1,720,002
Benefits paid
$366,219
Administrative expenses
$20,519
Total expenses
$386,738
Net increase / (decrease)
$1,333,264

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Forvis Mazars, LlpOTHER$19,919not reported in the loaded dataset
Capital Group Retirement Plan Svcs.RECORDKEEPER$1,700$0

Related Form 5500 pages