The Gypsum Group 401(K) Plan — Form 5500 plan (The Gypsum Group)

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, The Gypsum Group 401(K) Plan is a benefit plan reported by The Gypsum Group under EIN 16-1070098 and plan number 002. The latest loaded filing year is 2023. The filing reports 649 participants and $24,898,353 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Gypsum Group
EIN
16-1070098
Plan number
002
Plan type
2
Location
Syracuse, NY
Latest filing year
2023
Participants
649
End-of-year plan assets
$24,898,353

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023649H, C20241011145435NAL0044729330001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,898,353
Total liabilities (EOY)
$6,298
Net assets (EOY)
$24,892,055
Net assets (BOY)
$21,700,557

Income & contributions

Employer contributions
$581,542
Participant contributions
$1,839,397
Total contributions
$2,432,425
Total income / additions
$5,925,496

Expenses & distributions

Benefits paid
$2,595,118
Administrative expenses
$129,162
Total expenses
$2,733,998
Net increase / (decrease)
$3,191,498

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$95,959not reported in the loaded dataset2023
Good Life Advisors, LLCNONE$26,235not reported in the loaded dataset2023
MetlifeNONE$6,968not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$6,2542023

Related Form 5500 pages