Gervais 401(K) Plan — Form 5500 plan (Gervais, Inc.)
Plain-English plan 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, Gervais 401(K) Plan is a benefit plan reported by Gervais, Inc. under EIN 04-2282273 and plan number 001. The latest loaded filing year is 2023. The filing reports 91 participants and $2,932,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gervais, Inc.
- EIN
- 04-2282273
- Plan number
- 001
- Plan type
- 2
- Location
- Ayer, MA
- Latest filing year
- 2023
- Participants
- 91
- End-of-year plan assets
- $2,932,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 91 | I | 20240604153445NAL0019729793001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,932,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,932,579
- Net assets (BOY)
- $2,293,316
Income & contributions
- Employer contributions
- $1,118
- Participant contributions
- $216,377
- Total income / additions
- $727,057
Expenses & distributions
- Benefits paid
- $74,060
- Administrative expenses
- $13,734
- Total expenses
- $87,794
- Net increase / (decrease)
- $639,263
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.