Haddad Dealerships 401(K) Plan — Form 5500 plan (Gemi Management Company, 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, Haddad Dealerships 401(K) Plan is a benefit plan reported by Gemi Management Company, Inc. under EIN 75-6627452 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $8,238,270 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gemi Management Company, Inc.
- EIN
- 75-6627452
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsfield, MA
- Latest filing year
- 2023
- Participants
- 308
- End-of-year plan assets
- $8,238,270
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 308 | H, C | 20241002132818NAL0004038019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,238,270
- Total liabilities (EOY)
- $28,587
- Net assets (EOY)
- $8,209,683
- Net assets (BOY)
- $6,748,054
Income & contributions
- Employer contributions
- $97,048
- Participant contributions
- $713,135
- Total contributions
- $813,058
- Total income / additions
- $1,732,367
Expenses & distributions
- Benefits paid
- $187,179
- Administrative expenses
- $72,366
- Total expenses
- $270,738
- Net increase / (decrease)
- $1,461,629
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $37,871 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $34,542 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,229 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gemi Management Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Pittsfield, MA
- Empower Annuity Insurance Company O — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation