General Credit Forms, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (General Credit Forms, 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, General Credit Forms, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by General Credit Forms, Inc. under EIN 43-0988997 and plan number 001. The latest loaded filing year is 2023. The filing reports 319 participants and $44,425,693 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
General Credit Forms, Inc.
EIN
43-0988997
Plan number
001
Plan type
2
Location
Earth City, MO
Latest filing year
2023
Participants
319
End-of-year plan assets
$44,425,693

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023319H, C20241002085108NAL0004676323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,425,693
Total liabilities (EOY)
$0
Net assets (EOY)
$44,425,693
Net assets (BOY)
$37,019,304

Income & contributions

Employer contributions
$658,515
Participant contributions
$1,087,841
Total contributions
$1,746,356
Total income / additions
$9,307,505

Expenses & distributions

Benefits paid
$1,899,518
Administrative expenses
$1,598
Total expenses
$1,901,116
Net increase / (decrease)
$7,406,389

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$18,569not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$38,400$02023

Related Form 5500 pages