J. Gibson Mcilvain Employee 401(K) Ps Plan — Form 5500 plan (J. Gibson Mcilvain Company)
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, J. Gibson Mcilvain Employee 401(K) Ps Plan is a benefit plan reported by J. Gibson Mcilvain Company under EIN 52-0896086 and plan number 003. The latest loaded filing year is 2023. The filing reports 122 participants and $8,285,297 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J. Gibson Mcilvain Company
- EIN
- 52-0896086
- Plan number
- 003
- Plan type
- 2
- Location
- White Marsh, MD
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $8,285,297
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20241003091315NAL0009670689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,285,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,285,297
- Net assets (BOY)
- $7,411,922
Income & contributions
- Employer contributions
- $46,662
- Participant contributions
- $453,021
- Total contributions
- $527,040
- Total income / additions
- $1,928,938
Expenses & distributions
- Benefits paid
- $1,014,437
- Administrative expenses
- $41,126
- Total expenses
- $1,055,563
- Net increase / (decrease)
- $873,375
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial Services | NONE | $22,820 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $18,306 | $717 | 2023 |