2023 Form 5500 filing — Gregory Poole Equipment Company Retirement Savings And Profit Sharing 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 20241014174341NAL0045531392001) for Gregory Poole Equipment Company Retirement Savings And Profit Sharing Plan, reported by Gregory Poole Equipment Company under EIN 56-0487311 and plan number 001. It reports 1,550 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174341NAL0045531392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gregory Poole Equipment Company
- EIN
- 56-0487311
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 1,550
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $144,658,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,658,867
- Employer contributions
- $2,948,829
- Participant contributions
- $7,649,433
- Total income / additions
- $33,540,079
- Benefits paid
- $13,198,359
- Administrative expenses
- $219,809
- Total expenses
- $13,425,219
- Net increase / (decrease)
- $20,114,860
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirment Services | NONE | $199,325 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $12,500 | not reported in the loaded dataset |
| Romeo Wiggins & Company Llp | NONE | $7,985 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |