Central National Gottesman Pension Plan — Form 5500 plan (Central National Gottesman 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, Central National Gottesman Pension Plan is a benefit plan reported by Central National Gottesman Inc. under EIN 13-0425246 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,140 participants and $132,639,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central National Gottesman Inc.
- EIN
- 13-0425246
- Plan number
- 001
- Plan type
- 2
- Location
- Purchase, NY
- Latest filing year
- 2023
- Participants
- 1,140
- End-of-year plan assets
- $132,639,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,140 | H, C | 20240513155435NAL0044221536001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $132,639,299
- Total liabilities (EOY)
- $517,996
- Net assets (EOY)
- $132,121,303
- Net assets (BOY)
- $106,357,658
Income & contributions
- Total contributions
- $0
- Total income / additions
- $35,189,813
Expenses & distributions
- Benefits paid
- $6,717,178
- Administrative expenses
- $2,708,990
- Total expenses
- $9,426,168
- Net increase / (decrease)
- $25,763,645
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Greenhaven Associates | CTRL BY DIR & SH OF CO | $989,869 | not reported in the loaded dataset | 2023 |
| Brave Warrior Advisors LLC | NONE | $453,546 | not reported in the loaded dataset | 2023 |
| Hooker & Holcombe Inc | NONE | $157,427 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $141,076 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $27,201 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase | NONE | $23,728 | not reported in the loaded dataset | 2023 |
| Moses & Singer Llp | NONE | $21,058 | not reported in the loaded dataset | 2023 |
| Captrust | NONE | $6,875 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $5,673 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central National Gottesman Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Purchase, NY
- Greenhaven Associates — Schedule C compensation
- Brave Warrior Advisors LLC — Schedule C compensation
- Hooker & Holcombe Inc — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Jpmorgan Chase — Schedule C compensation
- Moses & Singer Llp — Schedule C compensation
- Captrust — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation