2023 Form 5500 filing — Gilster-Mary Lee 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 20241015093226NAL0016062355001) for Gilster-Mary Lee 401(K) Plan, reported by Gilster-Mary Lee under EIN 37-0951425 and plan number 002. It reports 2,188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093226NAL0016062355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gilster-Mary Lee
- EIN
- 37-0951425
- Plan number
- 002
- Location
- Chester, IL
- Participants
- 2,188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,129,527
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,129,527
- Participant contributions
- $784,737
- Total income / additions
- $925,711
- Benefits paid
- $59,581
- Administrative expenses
- $59,780
- Total expenses
- $119,361
- Net increase / (decrease)
- $806,350
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY-PLAN | $25,000 | not reported in the loaded dataset |
| Transamerica Life Ins Co | RECORDKEEPER | $8,089 | $0 |
| Benefits Plus | RECORDKEEPER | $1,352 | $0 |