Gds Associates, Inc. 401(K) Profit Sharing & Salary Deferral Plan — Form 5500 plan (Gds Associates, 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, Gds Associates, Inc. 401(K) Profit Sharing & Salary Deferral Plan is a benefit plan reported by Gds Associates, Inc. under EIN 58-1659843 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $74,141,099 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gds Associates, Inc.
- EIN
- 58-1659843
- Plan number
- 001
- Plan type
- 2
- Location
- Marietta, GA
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $74,141,099
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20240807190137NAL0006849456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,141,099
- Net assets (EOY)
- $74,141,099
- Net assets (BOY)
- $62,911,760
Income & contributions
- Employer contributions
- $2,873,676
- Participant contributions
- $1,792,022
- Total contributions
- $4,995,351
- Total income / additions
- $14,521,260
Expenses & distributions
- Benefits paid
- $3,204,743
- Administrative expenses
- $87,178
- Total expenses
- $3,291,921
- Net increase / (decrease)
- $11,229,339
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc | INVESTMENT ADVISOR | $71,166 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $25,974 | $0 | 2023 |
| Retirement Plan Administrators LLC | CONTRACT ADMINISTRATOR | $0 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $8,867 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gds Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Marietta, GA
- Ubs Financial Services, Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Retirement Plan Administrators LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation