Plan5500

G.E.O. Heat Exchangers, L.L.C. 401(K) Plan — Form 5500 plan (G.E.O. Heat Exchangers, L.L.C.)

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, G.E.O. Heat Exchangers, L.L.C. 401(K) Plan is a benefit plan reported by G.E.O. Heat Exchangers, L.L.C. under EIN 72-1344470 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $6,776,862 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
G.E.O. Heat Exchangers, L.L.C.
EIN
72-1344470
Plan number
001
Plan type
2
Location
St Gabriel, LA
Latest filing year
2023
Participants
135
End-of-year plan assets
$6,776,862

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20241121151206NAL0001282672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,776,862
Total liabilities (EOY)
$0
Net assets (EOY)
$6,776,862
Net assets (BOY)
$5,100,062

Income & contributions

Employer contributions
$381,540
Participant contributions
$562,905
Total contributions
$1,328,361
Total income / additions
$2,087,932

Expenses & distributions

Benefits paid
$374,578
Administrative expenses
$36,554
Total expenses
$411,132
Net increase / (decrease)
$1,676,800

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mc Byrd Wealth ManagementADVISOR$21,331not reported in the loaded dataset2023
Alliance Benefit GroupTPA$15,178not reported in the loaded dataset2023

Related Form 5500 pages