Gabriella White, LLC 401(K) Plan — Form 5500 plan (Gabriella White, 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, Gabriella White, LLC 401(K) Plan is a benefit plan reported by Gabriella White, LLC under EIN 47-4822437 and plan number 001. The latest loaded filing year is 2023. The filing reports 444 participants and $11,894,625 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gabriella White, LLC
EIN
47-4822437
Plan number
001
Plan type
2
Location
Pelham, AL
Latest filing year
2023
Participants
444
End-of-year plan assets
$11,894,625

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023444H, C20241008114146NAL0008298979001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,894,625
Total liabilities (EOY)
$0
Net assets (EOY)
$11,894,625
Net assets (BOY)
$8,906,813

Income & contributions

Employer contributions
$513,693
Participant contributions
$1,229,570
Total contributions
$1,909,911
Total income / additions
$3,722,584

Expenses & distributions

Benefits paid
$670,380
Administrative expenses
$64,392
Total expenses
$734,772
Net increase / (decrease)
$2,987,812

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$43,019$02023
Wa Asset Management LLCADVISOR$21,373not reported in the loaded dataset2023

Related Form 5500 pages