Plan5500

Gulf View Private Investment, Inc. 401(K) Plan — Form 5500 plan (Gulf View Private Investment 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, Gulf View Private Investment, Inc. 401(K) Plan is a benefit plan reported by Gulf View Private Investment Inc. under EIN 47-2396524 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $11,739,080 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.7MPlan net assets, end of year$11,739,080
Participants295Covered participants reported
Assets / participant$39.8KComputed: assets ÷ participants$39,793 (computed)
Provider compensation$64K3 Schedule C provider row(s)$64,017
Plan sponsor
Gulf View Private Investment Inc.
EIN
47-2396524
Plan number
001
Plan type
2
Location
Naples, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    295 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.7M total assets
Net assets$11.7MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$84K
Participant$455.3K
Full reported line items

Net assets

Total assets (EOY)
$11,739,080
Total liabilities (EOY)
$0
Net assets (EOY)
$11,739,080
Net assets (BOY)
$10,932,521

Income & contributions

Employer contributions
$83,953
Participant contributions
$455,322
Total contributions
$855,652
Total income / additions
$2,801,498

Expenses & distributions

Benefits paid
$1,900,583
Administrative expenses
$55,575
Total expenses
$1,994,939
Net increase / (decrease)
$806,559
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 16%Participant 84%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income68%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$55.6K
    CONTRACT ADMINISTRATOR · Direct $55.6K · Indirect $0
  2. 2
    Principal Securities Inc$8.4K
    OTHER SERVICES · Direct $0 · Indirect $8.4K
  3. 3
    Wilshire Advisors LLC$0
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Gulf View Private Investment, Inc. 401(K) Plan?
Gulf View Private Investment, Inc. 401(K) Plan is reported as sponsored by Gulf View Private Investment Inc. (EIN 47-2396524, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Gulf View Private Investment, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for Gulf View Private Investment, Inc. 401(K) Plan is 2023.
How many participants does Gulf View Private Investment, Inc. 401(K) Plan report?
Gulf View Private Investment, Inc. 401(K) Plan reports 295 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Gulf View Private Investment, Inc. 401(K) Plan?
Gulf View Private Investment, Inc. 401(K) Plan reports $11,739,080 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages