Gp 50 New York Ltd. 401(K) Profit Sharing Plan — Form 5500 plan (Gp 50 New York Ltd.)

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, Gp 50 New York Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by Gp 50 New York Ltd. under EIN 16-1265534 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $5,355,129 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gp 50 New York Ltd.
EIN
16-1265534
Plan number
001
Plan type
2
Location
Grand Island, NY
Latest filing year
2023
Participants
142
End-of-year plan assets
$5,355,129

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20240724084318NAL0007999635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,355,129
Net assets (EOY)
$5,355,129
Net assets (BOY)
$4,278,366

Income & contributions

Employer contributions
$157,220
Participant contributions
$534,162
Total contributions
$802,407
Total income / additions
$1,577,248

Expenses & distributions

Benefits paid
$463,660
Administrative expenses
$36,825
Total expenses
$500,485
Net increase / (decrease)
$1,076,763

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$31,495not reported in the loaded dataset2023
Upfsa Insurance Agency Of Arizona IOTHER SERVICES$0$13,0992023
Actuarial Consulting Services, Inc.CONTRACT ADMINISTRATOR$5,330$1,9492023
United Planners' Financial ServicesOTHER SERVICES$0$6,3962023

Related Form 5500 pages