General Data Company Inc. 401(K) Profit Sharing Plan — Form 5500 plan (General Data Company 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, General Data Company Inc. 401(K) Profit Sharing Plan is a benefit plan reported by General Data Company Inc. under EIN 25-1409703 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $18,345,870 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- General Data Company Inc.
- EIN
- 25-1409703
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $18,345,870
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20250915103449NAL0001015873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,345,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,345,870
- Net assets (BOY)
- $16,176,088
Income & contributions
- Employer contributions
- $245,755
- Participant contributions
- $1,056,840
- Total contributions
- $1,417,117
- Total income / additions
- $4,608,310
Expenses & distributions
- Benefits paid
- $2,386,335
- Administrative expenses
- $38,138
- Total expenses
- $2,438,528
- Net increase / (decrease)
- $2,169,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services | SERVICE PROVIDER | $0 | $30,152 | 2023 |
| Ruzomberka Holland Smith, Inc. | SERVICE PROVIDER | $17,000 | not reported in the loaded dataset | 2023 |
| Creative Retirement Systems, Inc | THIRD PARTY ADMINISTRATO | $0 | $8,124 | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $6,231 | not reported in the loaded dataset | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $2,465 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $1 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for General Data Company Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Commonwealth Equity Services — Schedule C compensation
- Ruzomberka Holland Smith, Inc. — Schedule C compensation
- Creative Retirement Systems, Inc — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation
- Morningstar — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation