G & L Davis Meat Co. Inc. 401(K) Plan — Form 5500 plan (G & L Davis Meat 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, G & L Davis Meat Co. Inc. 401(K) Plan is a benefit plan reported by G & L Davis Meat Co., Inc. under EIN 16-1163318 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $11,735,955 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- G & L Davis Meat Co., Inc.
- EIN
- 16-1163318
- Plan number
- 001
- Plan type
- 2
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $11,735,955
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20240301070409NAL0016313393001 |
| 2023 | 145 | H, C | 20241014145949NAL0013491859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,531,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,531,358
- Net assets (BOY)
- $12,148,713
Income & contributions
- Employer contributions
- $294,164
- Participant contributions
- $738,510
- Total contributions
- $1,032,674
- Total income / additions
- $2,832,317
Expenses & distributions
- Benefits paid
- $1,445,006
- Administrative expenses
- $4,666
- Total expenses
- $1,449,672
- Net increase / (decrease)
- $1,382,645
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pinnacle Investments Inc | OTHER SERVICES | $0 | $38,623 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,732 | $0 | 2023 |
| Pinnacle Investments LLC | OTHER SERVICES | $0 | $29,127 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,666 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for G & L Davis Meat Co., Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Pinnacle Investments Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Pinnacle Investments LLC — Schedule C compensation