Gem Equipment Of Oregon, Inc Employees' 401(K) Salary Reduction Plan — Form 5500 plan (Gem Equipment Of Oregon, 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, Gem Equipment Of Oregon, Inc Employees' 401(K) Salary Reduction Plan is a benefit plan reported by Gem Equipment Of Oregon, Inc under EIN 93-0572107 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $10,006,233 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gem Equipment Of Oregon, Inc
EIN
93-0572107
Plan number
001
Plan type
2
Location
Woodburn, OR
Latest filing year
2023
Participants
160
End-of-year plan assets
$10,006,233

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20241010095814NAL0020790017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,006,233
Total liabilities (EOY)
$0
Net assets (EOY)
$10,006,233
Net assets (BOY)
$8,314,795

Income & contributions

Employer contributions
$310,898
Participant contributions
$583,897
Total contributions
$980,170
Total income / additions
$2,407,945

Expenses & distributions

Benefits paid
$669,263
Administrative expenses
$47,244
Total expenses
$716,507
Net increase / (decrease)
$1,691,438

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Management Trust CompanyPLAN ADMINISTRATOR$47,244$02023

Related Form 5500 pages