Plan5500

Gebhart Holdings, Inc. 401(K) Plan — Form 5500 plan (Gebhart Holdings, 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, Gebhart Holdings, Inc. 401(K) Plan is a benefit plan reported by Gebhart Holdings, Inc. under EIN 47-5466057 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $2,381,266 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gebhart Holdings, Inc.
EIN
47-5466057
Plan number
001
Plan type
2
Location
Wabash, IN
Latest filing year
2023
Participants
258
End-of-year plan assets
$2,381,266

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023258H, C20240930102928NAL0005569185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,381,266
Net assets (EOY)
$2,381,266
Net assets (BOY)
$598,453

Income & contributions

Employer contributions
$329,058
Participant contributions
$614,442
Total contributions
$1,580,563
Total income / additions
$1,876,079

Expenses & distributions

Benefits paid
$85,239
Administrative expenses
$8,027
Total expenses
$93,266
Net increase / (decrease)
$1,782,813

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Osaic Wealth, Inc.OTHER SERVICES$0$5,0942023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$4,314$02023

Related Form 5500 pages