Gutchess Companies 401(K) Savings Plan — Form 5500 plan (Gutchess Lumber Co., 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, Gutchess Companies 401(K) Savings Plan is a benefit plan reported by Gutchess Lumber Co., Inc. under EIN 15-0539802 and plan number 001. The latest loaded filing year is 2023. The filing reports 742 participants and $39,618,230 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gutchess Lumber Co., Inc.
EIN
15-0539802
Plan number
001
Plan type
2
Location
Cortland, NY
Latest filing year
2023
Participants
742
End-of-year plan assets
$39,618,230

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023742H, C20240612094427NAL0013730851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,618,230
Total liabilities (EOY)
$0
Net assets (EOY)
$39,618,230
Net assets (BOY)
$32,063,986

Income & contributions

Employer contributions
$287,936
Participant contributions
$1,914,251
Total contributions
$2,630,631
Total income / additions
$10,350,123

Expenses & distributions

Benefits paid
$2,733,487
Administrative expenses
$62,392
Total expenses
$2,795,879
Net increase / (decrease)
$7,554,244

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$59,859$02023
Strategic Advisors, Inc.ADVISOR$2,533$02023

Related Form 5500 pages