Plan5500

Gmi Companies, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Gmi Companies, 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, Gmi Companies, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Gmi Companies, Inc. under EIN 31-0895928 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $10,328,834 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gmi Companies, Inc.
EIN
31-0895928
Plan number
001
Plan type
2
Location
Lebanon, OH
Latest filing year
2023
Participants
223
End-of-year plan assets
$10,328,834

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023223H, C20240920122225NAL0014537218001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,328,834
Total liabilities (EOY)
$0
Net assets (EOY)
$10,328,834
Net assets (BOY)
$8,705,767

Income & contributions

Employer contributions
$82,416
Participant contributions
$560,770
Total contributions
$643,186
Total income / additions
$2,062,999

Expenses & distributions

Benefits paid
$387,694
Administrative expenses
$23,738
Total expenses
$439,932
Net increase / (decrease)
$1,623,067

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncINVESTMENT ADVISOR$23,473not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$265not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages