Plan5500

Gresser, Inc. And Affiliates 401k Plan — Form 5500 plan (Gresser, 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, Gresser, Inc. And Affiliates 401k Plan is a benefit plan reported by Gresser, Inc. under EIN 77-0415645 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,355 participants and $8,115,750 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gresser, Inc.
EIN
77-0415645
Plan number
001
Plan type
2
Location
Santa Maria, CA
Latest filing year
2023
Participants
1,355
End-of-year plan assets
$8,115,750

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,355H, C20241014101523NAL0025901729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,115,750
Total liabilities (EOY)
$0
Net assets (EOY)
$8,115,750
Net assets (BOY)
$6,038,598

Income & contributions

Employer contributions
$293,990
Participant contributions
$558,223
Total contributions
$932,213
Total income / additions
$2,239,670

Expenses & distributions

Benefits paid
$127,250
Administrative expenses
$35,268
Total expenses
$162,518
Net increase / (decrease)
$2,077,152

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$25,378not reported in the loaded dataset2023
Wells Fargo AdvisorsADVISOR$9,660not reported in the loaded dataset2023
Morgan StanleyADVISOR$230not reported in the loaded dataset2023

Related Form 5500 pages