General Datatech, Lp 401(K) Plan — Form 5500 plan (General Datatech, Lp)
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, General Datatech, Lp 401(K) Plan is a benefit plan reported by General Datatech, Lp under EIN 75-2756261 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,019 participants and $37,862,570 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$37.6MPlan net assets, end of year$37,559,372
Participants1KCovered participants reported1,019
Assets / participant$37.2KComputed: assets ÷ participants$37,157 (computed)
Provider compensation$231.3K5 Schedule C provider row(s)$231,287
- Plan sponsor
- General Datatech, Lp
- EIN
- 75-2756261
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,019 | H, C | 20241002144222NAL0004104707001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$37.9M total assets
Net assets$37.6MLiabilities$303.2K
Full reported line items
Net assets
- Total assets (EOY)
- $37,862,570
- Total liabilities (EOY)
- $303,198
- Net assets (EOY)
- $37,559,372
- Net assets (BOY)
- $29,182,893
Income & contributions
- Employer contributions
- $1,794,483
- Participant contributions
- $4,336,649
- Total contributions
- $7,774,279
- Total income / additions
- $13,276,867
Expenses & distributions
- Benefits paid
- $4,677,334
- Administrative expenses
- $223,054
- Total expenses
- $4,900,388
- Net increase / (decrease)
- $8,376,479
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Ins Co. | RECORDKEEPER | $106,055 | $0 | 2023 |
| Pentegra Services Inc | CONTRACT ADMIN | $54,139 | not reported in the loaded dataset | 2023 |
| Avantax Investment Services Inc Dba | INVESTMENT ADVISOR | $49,022 | not reported in the loaded dataset | 2023 |
| Avantax Investment Services Inc Dba | BROKER/ADVISER | $0 | $14,219 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,852 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for General Datatech, Lp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Great-West Life & Annuity Ins Co. — Schedule C compensation
- Pentegra Services Inc — Schedule C compensation
- Avantax Investment Services Inc Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation