Plan5500

Gut, P.C. Profit Sharing Plan — Form 5500 plan (Gut, P.C.)

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, Gut, P.C. Profit Sharing Plan is a benefit plan reported by Gut, P.C. under EIN 20-2904686 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $21,195,314 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gut, P.C.
EIN
20-2904686
Plan number
001
Plan type
2
Location
Dothan, AL
Latest filing year
2023
Participants
168
End-of-year plan assets
$21,195,314

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20241015173541NAL0030511313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,195,314
Total liabilities (EOY)
$0
Net assets (EOY)
$21,195,314
Net assets (BOY)
$16,524,849

Income & contributions

Employer contributions
$1,083,159
Participant contributions
$733,243
Total contributions
$2,381,021
Total income / additions
$5,318,687

Expenses & distributions

Benefits paid
$575,266
Administrative expenses
$72,956
Total expenses
$648,222
Net increase / (decrease)
$4,670,465

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchADVISORY/SERVICE PROVIDE$40,894not reported in the loaded dataset2023
Morgan Stanley Global Banking OperaADVISORY / SERVICE PROVI$30,661not reported in the loaded dataset2023
Td Ameritrade, Inc.ADVIOSRY / SERVICE PROVI$2not reported in the loaded dataset2023

Related Form 5500 pages