Gorbel, Inc. 401k Employee Savings And Retirement Plan — Form 5500 plan (Gorbel, 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, Gorbel, Inc. 401k Employee Savings And Retirement Plan is a benefit plan reported by Gorbel, Inc. under EIN 16-1093854 and plan number 001. The latest loaded filing year is 2023. The filing reports 616 participants and $40,024,795 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gorbel, Inc.
EIN
16-1093854
Plan number
001
Plan type
2
Location
Victor, NY
Latest filing year
2023
Participants
616
End-of-year plan assets
$40,024,795

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023616H, C20241014110454NAL0014810835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,024,795
Total liabilities (EOY)
$0
Net assets (EOY)
$40,024,795
Net assets (BOY)
$33,257,754

Income & contributions

Employer contributions
$545,477
Participant contributions
$2,733,992
Total contributions
$3,605,267
Total income / additions
$9,295,708

Expenses & distributions

Benefits paid
$2,465,372
Administrative expenses
$63,295
Total expenses
$2,528,667
Net increase / (decrease)
$6,767,041

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncCONSULTANT$33,285not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$26,710$02023

Related Form 5500 pages