Geater Machining & Manufacturing Co., Inc. Retirement Savings Plan — Form 5500 plan (Geater Machining & Manufacturing Co., 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, Geater Machining & Manufacturing Co., Inc. Retirement Savings Plan is a benefit plan reported by Geater Machining & Manufacturing Co., Inc. under EIN 42-0885471 and plan number 002. The latest loaded filing year is 2023. The filing reports 441 participants and $14,454,833 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Geater Machining & Manufacturing Co., Inc.
- EIN
- 42-0885471
- Plan number
- 002
- Plan type
- 2
- Location
- Independence, IA
- Latest filing year
- 2023
- Participants
- 441
- End-of-year plan assets
- $14,454,833
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 441 | H, C | 20240919134630NAL0005998049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,454,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,454,833
- Net assets (BOY)
- $11,401,778
Income & contributions
- Employer contributions
- $719,477
- Participant contributions
- $830,410
- Total contributions
- $1,559,965
- Total income / additions
- $4,113,772
Expenses & distributions
- Benefits paid
- $1,004,992
- Administrative expenses
- $55,699
- Total expenses
- $1,060,717
- Net increase / (decrease)
- $3,053,055
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Accel Group | NONE | $30,222 | $0 | 2023 |
| Epic Retirement Plan Services | NONE | $25,477 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $6,968 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $4,849 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Geater Machining & Manufacturing Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Independence, IA
- The Accel Group — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation