Gulf Stream Coach, Inc. Retirement Savings Plan — Form 5500 plan (Gulf Stream Coach, 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, Gulf Stream Coach, Inc. Retirement Savings Plan is a benefit plan reported by Gulf Stream Coach, Inc. under EIN 35-1567637 and plan number 001. The latest loaded filing year is 2023. The filing reports 661 participants and $10,613,181 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gulf Stream Coach, Inc.
EIN
35-1567637
Plan number
001
Plan type
2
Location
Nappanee, IN
Latest filing year
2023
Participants
661
End-of-year plan assets
$10,613,181

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023661H, C20241014133322NAL0027400769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,613,181
Total liabilities (EOY)
$0
Net assets (EOY)
$10,613,181
Net assets (BOY)
$10,085,898

Income & contributions

Employer contributions
$91,701
Participant contributions
$569,974
Total contributions
$666,420
Total income / additions
$2,332,195

Expenses & distributions

Benefits paid
$1,686,614
Administrative expenses
$83,411
Total expenses
$1,804,912
Net increase / (decrease)
$527,283

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Guidance Investment AdvisorsINVESTMENT ADVISOR$40,245not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$31,721$02023
Rsm Us LlpACCOUNTANT/AUDITOR$11,445not reported in the loaded dataset2023

Related Form 5500 pages