Gully Icx 401(K) Plan — Form 5500 plan (Gully Transportation, 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, Gully Icx 401(K) Plan is a benefit plan reported by Gully Transportation, Inc. under EIN 37-0646764 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $7,106,772 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.1MPlan net assets, end of year$7,106,772
Participants311Covered participants reported
Assets / participant$22.9KComputed: assets ÷ participants$22,851 (computed)
Provider compensation$21.6K2 Schedule C provider row(s)$21,619
Plan sponsor
Gully Transportation, Inc.
EIN
37-0646764
Plan number
001
Plan type
2
Location
Quincy, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023311H, C20241014145508NAL0015150915001
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)$7.1M total assets
Net assets$7.1MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$386.7K
Benefits paid / distributions$366.2K
Contributions
Employer$309.8K
Participant$545.3K
Full reported line items

Net assets

Total assets (EOY)
$7,106,772
Total liabilities (EOY)
$0
Net assets (EOY)
$7,106,772
Net assets (BOY)
$5,773,508

Income & contributions

Employer contributions
$309,827
Participant contributions
$545,319
Total contributions
$953,515
Total income / additions
$1,720,002

Expenses & distributions

Benefits paid
$366,219
Administrative expenses
$20,519
Total expenses
$386,738
Net increase / (decrease)
$1,333,264
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 36%Participant 64%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forvis Mazars, LlpOTHER$19,919not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$1,700$02023

Related Form 5500 pages