Giles & Giles 401k — Form 5500 plan (Giles & Giles, 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, Giles & Giles 401k is a benefit plan reported by Giles & Giles, Inc. under EIN 84-1848954 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $645,932 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$645.9KPlan net assets, end of year$645,932
Participants1Covered participants reported
Assets / participant$645.9KComputed: assets ÷ participants$645,932 (computed)
Provider compensationNone reported
- Plan sponsor
- Giles & Giles, Inc.
- EIN
- 84-1848954
- Plan number
- 001
- Plan type
- 2
- Location
- Cantonment, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240817161637NAL0008825779001 |
Schedule I · 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)$645.9K total assets
Net assets$645.9KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $645,932
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $645,932
- Net assets (BOY)
- $252,753
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $393,179
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $393,179
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.