Gmt Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Gmt 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, Gmt Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Gmt LLC under EIN 42-1033414 and plan number 001. The latest loaded filing year is 2023. The filing reports 362 participants and $12,550,813 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gmt LLC
- EIN
- 42-1033414
- Plan number
- 001
- Plan type
- 2
- Location
- Waverly, IA
- Latest filing year
- 2023
- Participants
- 362
- End-of-year plan assets
- $12,550,813
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 362 | H, C | 20240925161633NAL0020207408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,550,813
- Net assets (EOY)
- $12,550,813
- Net assets (BOY)
- $11,098,949
Income & contributions
- Employer contributions
- $298,802
- Participant contributions
- $796,869
- Total contributions
- $1,294,164
- Total income / additions
- $3,290,377
Expenses & distributions
- Benefits paid
- $1,804,069
- Administrative expenses
- $33,652
- Total expenses
- $1,838,513
- Net increase / (decrease)
- $1,451,864
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Accel Wealth Management LLC | NONE | $29,263 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |