Gerkin Windows & Doors 401(K) P/S Plan — Form 5500 plan (Gerkin Windows & Doors)
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, Gerkin Windows & Doors 401(K) P/S Plan is a benefit plan reported by Gerkin Windows & Doors under EIN 42-1368811 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $15,696,169 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gerkin Windows & Doors
- EIN
- 42-1368811
- Plan number
- 001
- Plan type
- 2
- Location
- Sioux City, IA
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $15,696,169
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20240717161506NAL0004732529002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,696,169
- Net assets (EOY)
- $15,696,169
- Net assets (BOY)
- $12,432,614
Income & contributions
- Employer contributions
- $1,005,820
- Participant contributions
- $665,087
- Total contributions
- $1,827,218
- Total income / additions
- $3,817,582
Expenses & distributions
- Benefits paid
- $504,108
- Administrative expenses
- $49,919
- Total expenses
- $554,027
- Net increase / (decrease)
- $3,263,555
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Security National Bank | TRUSTEE | $45,838 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | CUSTODIAN | $4,081 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co Inc | CUSTODIAN | $0 | $0 | 2023 |