Plan5500

Gatehouse Management, Inc. 401(K) Plan — Form 5500 plan (Gatehouse Management, 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, Gatehouse Management, Inc. 401(K) Plan is a benefit plan reported by Gatehouse Management, Inc. under EIN 04-3247041 and plan number 002. The latest loaded filing year is 2023. The filing reports 124 participants and $11,269,033 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gatehouse Management, Inc.
EIN
04-3247041
Plan number
002
Plan type
2
Location
Mansfield, MA
Latest filing year
2023
Participants
124
End-of-year plan assets
$11,269,033

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124H, C20250115084656NAL0021508625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,269,033
Total liabilities (EOY)
$0
Net assets (EOY)
$11,269,033
Net assets (BOY)
$9,240,837

Income & contributions

Employer contributions
$225,298
Participant contributions
$463,235
Total contributions
$738,846
Total income / additions
$2,515,379

Expenses & distributions

Benefits paid
$444,392
Administrative expenses
$41,452
Total expenses
$487,183
Net increase / (decrease)
$2,028,196

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$28,211not reported in the loaded dataset2023
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$13,241$02023

Related Form 5500 pages