2023 Form 5500 filing — Gut, P.C. 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 20241015173541NAL0030511313001) for Gut, P.C. Profit Sharing Plan, reported by Gut, P.C. under EIN 20-2904686 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173541NAL0030511313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gut, P.C.
- EIN
- 20-2904686
- Plan number
- 001
- Location
- Dothan, AL
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,195,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,195,314
- Employer contributions
- $1,083,159
- Participant contributions
- $733,243
- Total income / additions
- $5,318,687
- Benefits paid
- $575,266
- Administrative expenses
- $72,956
- Total expenses
- $648,222
- Net increase / (decrease)
- $4,670,465
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | ADVISORY/SERVICE PROVIDE | $40,894 | not reported in the loaded dataset |
| Morgan Stanley Global Banking Opera | ADVISORY / SERVICE PROVI | $30,661 | not reported in the loaded dataset |
| Td Ameritrade, Inc. | ADVIOSRY / SERVICE PROVI | $2 | not reported in the loaded dataset |