Gamma Technologies, LLC Retirement Plan — Form 5500 plan (Gamma Technologies, 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, Gamma Technologies, LLC Retirement Plan is a benefit plan reported by Gamma Technologies, LLC under EIN 36-3959691 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $39,393,298 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gamma Technologies, LLC
- EIN
- 36-3959691
- Plan number
- 001
- Plan type
- 2
- Location
- Westmont, IL
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $39,393,298
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241015111802NAL0055736850001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,393,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,393,298
- Net assets (BOY)
- $30,146,288
Income & contributions
- Employer contributions
- $853,433
- Participant contributions
- $1,680,448
- Total contributions
- $2,680,550
- Total income / additions
- $9,710,238
Expenses & distributions
- Benefits paid
- $372,197
- Administrative expenses
- $91,031
- Total expenses
- $463,228
- Net increase / (decrease)
- $9,247,010
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Steele Capital Management, Inc. | NONE | $62,769 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $28,262 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $5,194 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gamma Technologies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Westmont, IL
- Steele Capital Management, Inc. — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation