Gerding Companies, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Gerding Companies, 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, Gerding Companies, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Gerding Companies, Inc. under EIN 45-3543172 and plan number 002. The latest loaded filing year is 2023. The filing reports 116 participants and $7,701,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gerding Companies, Inc.
- EIN
- 45-3543172
- Plan number
- 002
- Plan type
- 2
- Location
- Corvallis, OR
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $7,701,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | I | 20240805170001NAL0001322097001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,701,000
- Total liabilities (EOY)
- $751,676
- Net assets (EOY)
- $6,949,324
- Net assets (BOY)
- $9,604,920
Income & contributions
- Employer contributions
- $285,402
- Participant contributions
- $0
- Total income / additions
- -$2,513,598
Expenses & distributions
- Benefits paid
- $131,242
- Administrative expenses
- $0
- Total expenses
- $141,998
- Net increase / (decrease)
- -$2,655,596
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.