Gregory Poole Equipment Company Retirement Savings And Profit Sharing Plan — Form 5500 plan (Gregory Poole Equipment 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, Gregory Poole Equipment Company Retirement Savings And Profit Sharing Plan is a benefit plan reported by Gregory Poole Equipment Company under EIN 56-0487311 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,550 participants and $144,658,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gregory Poole Equipment Company
- EIN
- 56-0487311
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 1,550
- End-of-year plan assets
- $144,658,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,550 | H, C | 20241014174341NAL0045531392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $144,658,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,658,867
- Net assets (BOY)
- $124,544,007
Income & contributions
- Employer contributions
- $2,948,829
- Participant contributions
- $7,649,433
- Total contributions
- $11,414,058
- Total income / additions
- $33,540,079
Expenses & distributions
- Benefits paid
- $13,198,359
- Administrative expenses
- $219,809
- Total expenses
- $13,425,219
- Net increase / (decrease)
- $20,114,860
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirment Services | NONE | $199,325 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Romeo Wiggins & Company Llp | NONE | $7,985 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gregory Poole Equipment Company
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Oneamerica Retirment Services — Schedule C compensation
- American United Life Insurance Co — Schedule C compensation
- Romeo Wiggins & Company Llp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation