Gabriel Brothers, Inc. 401(K) Plan — Form 5500 plan (Gabriel Brothers, 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, Gabriel Brothers, Inc. 401(K) Plan is a benefit plan reported by Gabriel Brothers, Inc. under EIN 55-0514707 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,019 participants and $29,245,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gabriel Brothers, Inc.
- EIN
- 55-0514707
- Plan number
- 002
- Plan type
- 2
- Location
- Morgantown, WV
- Latest filing year
- 2023
- Participants
- 3,019
- End-of-year plan assets
- $29,245,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,019 | H, C | 20241014171718NAL0026817265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,245,392
- Total liabilities (EOY)
- $460,607
- Net assets (EOY)
- $28,784,785
- Net assets (BOY)
- $20,492,514
Income & contributions
- Employer contributions
- $587,888
- Participant contributions
- $3,005,244
- Total contributions
- $4,092,173
- Total income / additions
- $7,472,024
Expenses & distributions
- Benefits paid
- $3,385,796
- Administrative expenses
- $233,963
- Total expenses
- $4,080,366
- Net increase / (decrease)
- $3,391,658
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Retirement Services | RECORDKEEPER | $142,306 | not reported in the loaded dataset | 2023 |
| Anchor 3(16) Fiduciary | 3(16) ADMINISTRATOR | $30,753 | not reported in the loaded dataset | 2023 |
| Dunbar, Bender & Zapf | TPA, 3(16) ADMINISTRATOR | $25,099 | not reported in the loaded dataset | 2023 |
| M2b Retirement Consulting, LLC | TPA | $24,450 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement | ADVISORY | $11,354 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gabriel Brothers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Morgantown, WV
- Lincoln Retirement Services — Schedule C compensation
- Anchor 3(16) Fiduciary — Schedule C compensation
- Dunbar, Bender & Zapf — Schedule C compensation
- M2b Retirement Consulting, LLC — Schedule C compensation
- Envestnet Retirement — Schedule C compensation