Gaia, Inc. 401(K) Plan — Form 5500 plan (Gaia International, 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, Gaia, Inc. 401(K) Plan is a benefit plan reported by Gaia International, Inc. under EIN 20-8246004 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $11,745,321 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gaia International, Inc.
EIN
20-8246004
Plan number
001
Plan type
2
Location
Louisville, CO
Latest filing year
2023
Participants
209
End-of-year plan assets
$11,745,321

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023209H, C20241001104858NAL0003912227001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,745,321
Total liabilities (EOY)
$0
Net assets (EOY)
$11,745,321
Net assets (BOY)
$10,241,335

Income & contributions

Employer contributions
$249,309
Participant contributions
$848,974
Total contributions
$1,100,604
Total income / additions
$2,943,822

Expenses & distributions

Benefits paid
$1,381,029
Administrative expenses
$58,807
Total expenses
$1,439,836
Net increase / (decrease)
$1,503,986

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$58,806$02023
Creative Planning, Inc.INVESTMENT ADVISORY$0$27,1012023

Related Form 5500 pages