Guttman Energy, Inc. Retirement Savings Plan — Form 5500 plan (Guttman Energy, 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, Guttman Energy, Inc. Retirement Savings Plan is a benefit plan reported by Guttman Energy, Inc. under EIN 25-0956510 and plan number 002. The latest loaded filing year is 2023. The filing reports 318 participants and $27,803,620 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Guttman Energy, Inc.
- EIN
- 25-0956510
- Plan number
- 002
- Plan type
- 2
- Location
- Belle Vernon, PA
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $27,803,620
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241003213336NAL0010507425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,803,620
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,803,620
- Net assets (BOY)
- $31,092,182
Income & contributions
- Employer contributions
- $853,971
- Participant contributions
- $1,580,250
- Total contributions
- $2,662,758
- Total income / additions
- $7,842,500
Expenses & distributions
- Benefits paid
- $11,071,812
- Administrative expenses
- $59,250
- Total expenses
- $11,131,062
- Net increase / (decrease)
- -$3,288,562
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Schneider Downs & Co, Inc | AUDITOR | $17,500 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $1,125 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Guttman Energy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Belle Vernon, PA
- Global Retirement Partners LLC — Schedule C compensation
- Schneider Downs & Co, Inc — Schedule C compensation
- Jpmorgan Invest Holdings LLC — Schedule C compensation