Groff Tractor 401(K) Plan — Form 5500 plan (Gt&E, LLC)
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, Groff Tractor 401(K) Plan is a benefit plan reported by Gt&E, LLC under EIN 88-4214471 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $20,969,635 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gt&E, LLC
- EIN
- 88-4214471
- Plan number
- 001
- Plan type
- 2
- Location
- Mechanicsburg, PA
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $20,969,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20241014111235NAL0013185891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,969,635
- Total liabilities (EOY)
- $135
- Net assets (EOY)
- $20,969,500
- Net assets (BOY)
- $21,506,142
Income & contributions
- Employer contributions
- $760,325
- Participant contributions
- $1,505,331
- Total contributions
- $4,076,611
- Total income / additions
- $7,178,627
Expenses & distributions
- Benefits paid
- $913,476
- Administrative expenses
- $15,333
- Total expenses
- $931,822
- Net increase / (decrease)
- $6,246,805
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors, Inc. | SERVICE PROVIDER | $0 | $25,125 | 2023 |
| Pa Retirement Solutions, Inc. | THIRD PARTY ADMINISTRATO | $2,164 | $10,057 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $6,623 | not reported in the loaded dataset | 2023 |
| Voya Retirement Ins And Annuity Co | RECORDKEEPER | $6,546 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gt&E, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Mechanicsburg, PA
- Usi Advisors, Inc. — Schedule C compensation
- Pa Retirement Solutions, Inc. — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Ins And Annuity Co — Schedule C compensation