Gentex Corporation Retirement Plan — Form 5500 plan (Gentex Corporation)
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, Gentex Corporation Retirement Plan is a benefit plan reported by Gentex Corporation under EIN 23-2801499 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,026 participants and $82,033,234 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gentex Corporation
- EIN
- 23-2801499
- Plan number
- 002
- Plan type
- 2
- Location
- Simpson, PA
- Latest filing year
- 2023
- Participants
- 1,026
- End-of-year plan assets
- $82,033,234
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,026 | H, C | 20241008121743NAL0029790096001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,033,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,033,234
- Net assets (BOY)
- $69,987,851
Income & contributions
- Employer contributions
- $1,568,533
- Participant contributions
- $4,067,164
- Total contributions
- $6,133,940
- Total income / additions
- $18,028,567
Expenses & distributions
- Benefits paid
- $5,816,267
- Administrative expenses
- $164,372
- Total expenses
- $5,983,184
- Net increase / (decrease)
- $12,045,383
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $143,342 | $0 | 2023 |
| Valley Forge Investment Consultants | SERVICE PROVIDER | $0 | $50,000 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $12,466 | $0 | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $8,565 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gentex Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Simpson, PA
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Valley Forge Investment Consultants — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation