2023 Form 5500 filing — Gentle Giant Employment Company, LLC 401(K) 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 20241015073957NAL0046936576001) for Gentle Giant Employment Company, LLC 401(K) Profit Sharing Plan, reported by Gentle Giant Employment Company, LLC under EIN 26-1450182 and plan number 001. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015073957NAL0046936576001
Filing year
2023
Form type
2
Plan sponsor
Gentle Giant Employment Company, LLC
EIN
26-1450182
Plan number
001
Location
Winchester, MA
Participants
342
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$32,631,376
Total liabilities (EOY)
$0
Net assets (EOY)
$32,631,376
Employer contributions
$557,589
Participant contributions
$1,173,921
Total income / additions
$6,447,577
Benefits paid
$593,270
Administrative expenses
$63,621
Total expenses
$640,298
Net increase / (decrease)
$5,807,279
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$29,370$0
Mfa Asst Management LLCADVISOR$15,000not reported in the loaded dataset
Berry Dunn Mcneil & Parker LLCACCOUNTANT/AUDITOR$10,000not reported in the loaded dataset
Baker Tilly Us LlpCONSULTANT$9,251not reported in the loaded dataset

Related Form 5500 pages