Gelest Holdings 401(K) Plan — Form 5500 plan (Gelest, 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, Gelest Holdings 401(K) Plan is a benefit plan reported by Gelest, Inc. under EIN 23-2499368 and plan number 002. The latest loaded filing year is 2023. The filing reports 305 participants and $32,076,316 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gelest, Inc.
- EIN
- 23-2499368
- Plan number
- 002
- Plan type
- 2
- Location
- Morrisville, PA
- Latest filing year
- 2023
- Participants
- 305
- End-of-year plan assets
- $32,076,316
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20240919140454NAL0012067554001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,076,316
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,076,316
- Net assets (BOY)
- $26,818,700
Income & contributions
- Employer contributions
- $1,149,862
- Participant contributions
- $2,381,400
- Total contributions
- $4,570,877
- Total income / additions
- $9,405,202
Expenses & distributions
- Benefits paid
- $4,003,499
- Administrative expenses
- $144,087
- Total expenses
- $4,147,586
- Net increase / (decrease)
- $5,257,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $78,469 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $57,196 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,422 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | SHAREHOLDER SERVICING | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gelest, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Morrisville, PA
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation