Gilster-Mary Lee Corp Employees Profit Sharing Retirement Trust — Form 5500 plan (Gilster-Mary Lee Corp Employees Profit Sharing Retirement Trust)

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, Gilster-Mary Lee Corp Employees Profit Sharing Retirement Trust is a benefit plan reported by Gilster-Mary Lee Corp Employees Profit Sharing Retirement Trust under EIN 37-0951425 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,113 participants and $12,548,145 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gilster-Mary Lee Corp Employees Profit Sharing Retirement Trust
EIN
37-0951425
Plan number
001
Plan type
2
Location
Chester, IL
Latest filing year
2023
Participants
3,113
End-of-year plan assets
$12,548,145

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,113H, C20241003155313NAL0017487904001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,548,145
Net assets (EOY)
$12,548,145
Net assets (BOY)
$33,878,735

Income & contributions

Employer contributions
$2,962,891
Total contributions
$2,962,891
Total income / additions
$4,497,719

Expenses & distributions

Benefits paid
$25,729,160
Administrative expenses
$99,149
Total expenses
$25,828,309
Net increase / (decrease)
-$21,330,590

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo AdvisorsINVESTMENT ADVISOR$53,782$02023
Kerber, Eck & Braeckel, LlpPLAN AUDITOR$35,700$02023

Related Form 5500 pages