2023 Form 5500 filing — Dan Gernatt Gravel Products, Incorporated Savings And Security 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 20241015124814NAL0056212498002) for Dan Gernatt Gravel Products, Incorporated Savings And Security Plan, reported by Dan Gernatt Gravel Products, Inc. under EIN 16-0805847 and plan number 002. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124814NAL0056212498002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dan Gernatt Gravel Products, Inc.
- EIN
- 16-0805847
- Plan number
- 002
- Location
- Collins, NY
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,382,029
- Net assets (EOY)
- $24,382,029
- Employer contributions
- $374,407
- Participant contributions
- $1,382,683
- Total income / additions
- $4,453,112
- Benefits paid
- $3,361,264
- Administrative expenses
- $41,994
- Total expenses
- $3,463,836
- Net increase / (decrease)
- $989,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $41,952 | not reported in the loaded dataset |