Plan5500

Gordon Flesch Company, Inc. 401k Profit Sharing Plan And Trust — Form 5500 plan (Gordon Flesch Company, 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, Gordon Flesch Company, Inc. 401k Profit Sharing Plan And Trust is a benefit plan reported by Gordon Flesch Company, Inc. under EIN 39-0993125 and plan number 001. The latest loaded filing year is 2023. The filing reports 917 participants and $134,683,155 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gordon Flesch Company, Inc.
EIN
39-0993125
Plan number
001
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
917
End-of-year plan assets
$134,683,155

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023917H, C20250710223553NAL0005918753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$134,683,155
Total liabilities (EOY)
$0
Net assets (EOY)
$134,683,155
Net assets (BOY)
$106,442,828

Income & contributions

Employer contributions
$1,665,668
Participant contributions
$5,106,079
Total contributions
$6,996,699
Total income / additions
$37,555,802

Expenses & distributions

Benefits paid
$9,198,955
Administrative expenses
$104,819
Total expenses
$9,315,475
Net increase / (decrease)
$28,240,327

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$73,313$02023
Strategic Advisors, Inc.ADVISOR$30,256not reported in the loaded dataset2023
Fund Evaluation GroupINVESTMENT ADVISOR$5,500not reported in the loaded dataset2023

Related Form 5500 pages