Gillig Money Purchase Pension Plan — Form 5500 plan (Gillig LLC)

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, Gillig Money Purchase Pension Plan is a benefit plan reported by Gillig LLC under EIN 26-3085364 and plan number 002. The latest loaded filing year is 2023. The filing reports 394 participants and $28,870,795 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$28.9MPlan net assets, end of year$28,870,795
Participants394Covered participants reported
Assets / participant$73.3KComputed: assets ÷ participants$73,276 (computed)
Provider compensation$1.2K1 Schedule C provider row(s)$1,161
Plan sponsor
Gillig LLC
EIN
26-3085364
Plan number
002
Plan type
2
Location
Livermore, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023394H, C20241014150712NAL0027657569001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$28.9M total assets
Net assets$28.9MLiabilities$0
Money in vs. money out
Total income / additions$6M
Total expenses$723.7K
Benefits paid / distributions$722.5K
Contributions
Employer$2M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$28,870,795
Total liabilities (EOY)
$0
Net assets (EOY)
$28,870,795
Net assets (BOY)
$23,559,746

Income & contributions

Employer contributions
$2,047,097
Total contributions
$2,047,097
Total income / additions
$6,034,708

Expenses & distributions

Benefits paid
$722,498
Administrative expenses
$1,161
Total expenses
$723,659
Net increase / (decrease)
$5,311,049

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$1,161$02023

Related Form 5500 pages