Plan5500

G&L Holdings, Inc. 401(K) Plan — Form 5500 plan (G & L Holdings, 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, G&L Holdings, Inc. 401(K) Plan is a benefit plan reported by G & L Holdings, Inc. under EIN 32-0438196 and plan number 002. The latest loaded filing year is 2023. The filing reports 542 participants and $36,997,310 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
G & L Holdings, Inc.
EIN
32-0438196
Plan number
002
Plan type
2
Location
Rome, GA
Latest filing year
2023
Participants
542
End-of-year plan assets
$36,997,310

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023542H, C20241015100437NAL0028009585001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,997,310
Total liabilities (EOY)
$0
Net assets (EOY)
$36,997,310
Net assets (BOY)
$33,264,894

Income & contributions

Employer contributions
$1,757,307
Participant contributions
$2,181,503
Total contributions
$4,419,319
Total income / additions
$9,245,986

Expenses & distributions

Benefits paid
$5,439,640
Administrative expenses
$80,177
Total expenses
$5,513,570
Net increase / (decrease)
$3,732,416

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$59,540$02023
Investment Research & AdINVESTMENT ADVISORY$23,737not reported in the loaded dataset2023

Related Form 5500 pages