Gabrielli Savings And Retirement Plan For Employees — Form 5500 plan (Gabrielli Truck Sales, Ltd)
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, Gabrielli Savings And Retirement Plan For Employees is a benefit plan reported by Gabrielli Truck Sales, Ltd under EIN 11-3082303 and plan number 001. The latest loaded filing year is 2023. The filing reports 786 participants and $65,444,426 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gabrielli Truck Sales, Ltd
- EIN
- 11-3082303
- Plan number
- 001
- Plan type
- 3
- Location
- Jamaica, NY
- Latest filing year
- 2023
- Participants
- 786
- End-of-year plan assets
- $65,444,426
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 786 | H, C | 20241014092057NAL0026894145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,444,426
- Total liabilities (EOY)
- $23,060
- Net assets (EOY)
- $65,421,366
- Net assets (BOY)
- $55,903,829
Income & contributions
- Employer contributions
- $586,827
- Participant contributions
- $3,838,208
- Total contributions
- $5,331,588
- Total income / additions
- $13,182,326
Expenses & distributions
- Benefits paid
- $3,628,677
- Administrative expenses
- $36,112
- Total expenses
- $3,664,789
- Net increase / (decrease)
- $9,517,537
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Pension Consultants, Inc | THIRD PARTY ADMINISTRATO | $0 | $28,872 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $9,669 | 2023 |
| Morningstar Investment Management L | SERVICE PROVIDER | $8,708 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $6,213 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gabrielli Truck Sales, Ltd
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Jamaica, NY
- Associated Pension Consultants, Inc — Schedule C compensation
- Morningstar — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation