Gsf Usa, Inc. 401(K) Retirement Plan — Form 5500 plan (Gsf Usa, 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, Gsf Usa, Inc. 401(K) Retirement Plan is a benefit plan reported by Gsf Usa, Inc. under EIN 35-1734232 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,329 participants and $5,237,114 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.2MPlan net assets, end of year$5,237,114
Participants1.3KCovered participants reported1,329
Assets / participant$3.9KComputed: assets ÷ participants$3,941 (computed)
Provider compensation$41.7K3 Schedule C provider row(s)$41,670
Plan sponsor
Gsf Usa, Inc.
EIN
35-1734232
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,329H, C20241015120049NAL0014559603001
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)$5.2M total assets
Net assets$5.2MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$216.8K
Participant$395.9K
Full reported line items

Net assets

Total assets (EOY)
$5,237,114
Total liabilities (EOY)
$0
Net assets (EOY)
$5,237,114
Net assets (BOY)
$5,130,611

Income & contributions

Employer contributions
$216,757
Participant contributions
$395,885
Total contributions
$695,571
Total income / additions
$1,261,744

Expenses & distributions

Benefits paid
$1,078,088
Administrative expenses
$41,670
Total expenses
$1,155,241
Net increase / (decrease)
$106,503
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income85%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Shepherd Financial Investment AdvisINVESTMENT ADVISOR$23,576not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$17,799$02023
Empower Advisory Group, LLCINVESTMENT MGMT$295not reported in the loaded dataset2023

Related Form 5500 pages