2023 Form 5500 filing — The Gilman Brothers 401k Retirement 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 20250423051015NAL0005534481001) for The Gilman Brothers 401k Retirement Plan, reported by Gilman Brothers Co. under EIN 06-0362320 and plan number 002. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250423051015NAL0005534481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gilman Brothers Co.
- EIN
- 06-0362320
- Plan number
- 002
- Location
- Gilman, CT
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,566,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,566,942
- Employer contributions
- $106,466
- Participant contributions
- $388,976
- Total income / additions
- $766,690
- Benefits paid
- $231,079
- Administrative expenses
- $3,363
- Total expenses
- $246,552
- Net increase / (decrease)
- $520,138
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $3,800 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Aig Securities A K A Sagepoint Advi | ADVISOR | $0 | $0 |