Gi Associates, LLC 401(K) Profit Sharing Plan And Trust 006 Gis — Form 5500 plan (Gi Associates, 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, Gi Associates, LLC 401(K) Profit Sharing Plan And Trust 006 Gis is a benefit plan reported by Gi Associates, LLC under EIN 39-1994360 and plan number 006. The latest loaded filing year is 2023. The filing reports 339 participants and $58,276,453 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$58.3MPlan net assets, end of year$58,276,453
Participants339Covered participants reported
Assets / participant$171.9KComputed: assets ÷ participants$171,907 (computed)
Provider compensation$99.3K3 Schedule C provider row(s)$99,292
- Plan sponsor
- Gi Associates, LLC
- EIN
- 39-1994360
- Plan number
- 006
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 339 | H, C | 20240926111436NAL0000677521001 |
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)$58.3M total assets
Net assets$58.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $58,276,453
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,276,453
- Net assets (BOY)
- $54,818,667
Income & contributions
- Employer contributions
- $1,779,712
- Participant contributions
- $1,842,052
- Total contributions
- $3,999,452
- Total income / additions
- $14,181,983
Expenses & distributions
- Benefits paid
- $10,635,567
- Administrative expenses
- $99,292
- Total expenses
- $10,724,197
- Net increase / (decrease)
- $3,457,786
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.
49%51%
Employer 49%Participant 51%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income75%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dana Investment Advisors Inc | INVESTMENT ADVISOR | $56,165 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $32,319 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,808 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gi Associates, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Dana Investment Advisors Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation