Plan5500

Generations-Gaither 401(K) Plan — Form 5500 plan (Generations-Gaither, 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, Generations-Gaither 401(K) Plan is a benefit plan reported by Generations-Gaither, Inc. under EIN 62-1797872 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $959,634 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Generations-Gaither, Inc.
EIN
62-1797872
Plan number
001
Plan type
2
Location
Mcminnville, TN
Latest filing year
2023
Participants
236
End-of-year plan assets
$959,634

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023236H, C20240823111715NAL0013017986001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$959,634
Total liabilities (EOY)
$0
Net assets (EOY)
$959,634
Net assets (BOY)
$381,225

Income & contributions

Employer contributions
$245,996
Participant contributions
$296,079
Total contributions
$542,075
Total income / additions
$649,449

Expenses & distributions

Benefits paid
$55,659
Administrative expenses
$15,381
Total expenses
$71,040
Net increase / (decrease)
$578,409

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Truist Investment Services IncINVESTMENT ADVISORY$12,656not reported in the loaded dataset2023
Stones River Consulting, Inc.OTHER FEES$2,725not reported in the loaded dataset2023

Related Form 5500 pages