Gary & Leo'S Inc. Cash Or Deferred Profit Sharing Plan & Trust — Form 5500 plan (Gary & Leo'S 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, Gary & Leo'S Inc. Cash Or Deferred Profit Sharing Plan & Trust is a benefit plan reported by Gary & Leo'S Inc. under EIN 81-0450061 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $6,078,911 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gary & Leo'S Inc.
- EIN
- 81-0450061
- Plan number
- 001
- Plan type
- 2
- Location
- Havre, MT
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $6,078,911
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20240726093926NAL0008837603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,078,911
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,078,911
- Net assets (BOY)
- $5,209,276
Income & contributions
- Employer contributions
- $73,299
- Participant contributions
- $233,488
- Total contributions
- $306,787
- Total income / additions
- $1,190,562
Expenses & distributions
- Benefits paid
- $304,647
- Administrative expenses
- $16,280
- Total expenses
- $320,927
- Net increase / (decrease)
- $869,635
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $16,280 | $0 | 2023 |