Galois Inc 401k Plan And Trust — Form 5500 plan (Galois, 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, Galois Inc 401k Plan And Trust is a benefit plan reported by Galois, Inc. under EIN 93-1278540 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $27,863,054 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Galois, Inc.
- EIN
- 93-1278540
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $27,863,054
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20240919115836NAL0003530307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,863,054
- Net assets (EOY)
- $27,863,054
- Net assets (BOY)
- $24,636,173
Income & contributions
- Employer contributions
- $988,598
- Participant contributions
- $2,016,510
- Total contributions
- $3,449,544
- Total income / additions
- $6,830,839
Expenses & distributions
- Benefits paid
- $3,478,515
- Administrative expenses
- $125,443
- Total expenses
- $3,603,958
- Net increase / (decrease)
- $3,226,881
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Consulting Services | INVESTMENT ADVISOR | $122,070 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $3,769 | 2023 |
| Everington Consulting Inc | TPA FEES | $3,373 | not reported in the loaded dataset | 2023 |
| Fisher Investments | ADVISOR FEES | $804 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SHAREHOLDER SERVICING | $115 | not reported in the loaded dataset | 2023 |
| Citadel Securities Institutional Ll | EXECUTING BROKER COMM | $2 | not reported in the loaded dataset | 2023 |
| Virtu Americas LLC | EXECUTING BROKER COMM | $2 | not reported in the loaded dataset | 2023 |
| Mischler Financial Group, Inc | EXECUTING BROKER COMM | $1 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Galois, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Wellington Consulting Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Everington Consulting Inc — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Citadel Securities Institutional Ll — Schedule C compensation
- Virtu Americas LLC — Schedule C compensation
- Mischler Financial Group, Inc — Schedule C compensation