2023 Form 5500 filing — Gabriel Brothers, Inc. 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 20241014171718NAL0026817265001) for Gabriel Brothers, Inc. 401(K) Plan, reported by Gabriel Brothers, Inc. under EIN 55-0514707 and plan number 002. It reports 3,019 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014171718NAL0026817265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gabriel Brothers, Inc.
- EIN
- 55-0514707
- Plan number
- 002
- Location
- Morgantown, WV
- Participants
- 3,019
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,245,392
- Total liabilities (EOY)
- $460,607
- Net assets (EOY)
- $28,784,785
- Employer contributions
- $587,888
- Participant contributions
- $3,005,244
- Total income / additions
- $7,472,024
- Benefits paid
- $3,385,796
- Administrative expenses
- $233,963
- Total expenses
- $4,080,366
- Net increase / (decrease)
- $3,391,658
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Retirement Services | RECORDKEEPER | $142,306 | not reported in the loaded dataset |
| Anchor 3(16) Fiduciary | 3(16) ADMINISTRATOR | $30,753 | not reported in the loaded dataset |
| Dunbar, Bender & Zapf | TPA, 3(16) ADMINISTRATOR | $25,099 | not reported in the loaded dataset |
| M2b Retirement Consulting, LLC | TPA | $24,450 | not reported in the loaded dataset |
| Envestnet Retirement | ADVISORY | $11,354 | not reported in the loaded dataset |