2023 Form 5500 filing — Great Neck Tools, Inc. 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 20241204092922NAL0003760593001) for Great Neck Tools, Inc. 401(K) Plan, reported by Great Neck Tools, Inc. 401(K) Plan under EIN 11-0834190 and plan number 001. It reports 469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241204092922NAL0003760593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Great Neck Tools, Inc. 401(K) Plan
- EIN
- 11-0834190
- Plan number
- 001
- Location
- Mineola, NY
- Participants
- 469
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,556,671
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,556,671
- Employer contributions
- $643,292
- Participant contributions
- $871,232
- Total income / additions
- $3,540,932
- Benefits paid
- $2,046,220
- Administrative expenses
- $31,141
- Total expenses
- $2,078,388
- Net increase / (decrease)
- $1,462,544
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stone Hill Fiduciary Management Ll | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $9,710 | $0 |