2023 Form 5500 filing — Gallagher-Kaiser Corporation Tax Deferred 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 20241014152442NAL0026560129001) for Gallagher-Kaiser Corporation Tax Deferred Savings Plan, reported by Gallagher-Kaiser Corporation under EIN 38-1396724 and plan number 005. It reports 274 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)$63.9MReported net assets$63,926,395
Participants274
Provider compensation$50.6K3 Schedule C row(s)$50,633
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014152442NAL0026560129001
Plan sponsor
Gallagher-Kaiser Corporation
EIN
38-1396724
Plan number
005
Location
Troy, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$63.9M total assets
Net assets$63.9MLiabilities$0
Money in vs. money out
Total income / additions$14.1M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$1.5M
Participant$4.1M
Full reported line items
Total assets (EOY)
$63,926,395
Total liabilities (EOY)
$0
Net assets (EOY)
$63,926,395
Employer contributions
$1,541,429
Participant contributions
$4,113,965
Total income / additions
$14,119,391
Benefits paid
$1,549,631
Administrative expenses
$50,633
Total expenses
$1,600,289
Net increase / (decrease)
$12,519,102
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $41K
  2. 2
    ADVISOR · Direct $33.6K
  3. 3
    RECORDKEEPER · Direct -$24K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014152442NAL0026560129001 cover?
It is the 2023 Form 5500 filing for Gallagher-Kaiser Corporation Tax Deferred Savings Plan, reported by Gallagher-Kaiser Corporation (EIN 38-1396724).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages