G&D Operating Holdings, LLC Retirement Savings Plan — Form 5500 plan (G&D Operating Holdings, 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, G&D Operating Holdings, LLC Retirement Savings Plan is a benefit plan reported by G&D Operating Holdings, LLC under EIN 46-5101108 and plan number 001. The latest loaded filing year is 2023. The filing reports 730 participants and $21,462,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- G&D Operating Holdings, LLC
- EIN
- 46-5101108
- Plan number
- 001
- Plan type
- 2
- Location
- Morton, IL
- Latest filing year
- 2023
- Participants
- 730
- End-of-year plan assets
- $21,462,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 730 | H, C | 20241002164354NAL0005036419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,462,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,462,036
- Net assets (BOY)
- $18,605,939
Income & contributions
- Employer contributions
- $532,163
- Participant contributions
- $1,275,904
- Total contributions
- $1,922,697
- Total income / additions
- $5,092,849
Expenses & distributions
- Benefits paid
- $2,106,704
- Administrative expenses
- $130,048
- Total expenses
- $2,236,752
- Net increase / (decrease)
- $2,856,097
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | ADVISOR | $57,705 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $44,853 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $15,491 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for G&D Operating Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Morton, IL
- Capfinancial Partners LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation