Plan5500

G3 Enterprises, Inc. Retirement Plan — Form 5500 plan (G3 Enterprises, 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, G3 Enterprises, Inc. Retirement Plan is a benefit plan reported by G3 Enterprises, Inc. under EIN 94-1081077 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,088 participants and $126,423,361 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
G3 Enterprises, Inc.
EIN
94-1081077
Plan number
001
Plan type
2
Location
Modesto, CA
Latest filing year
2023
Participants
1,088
End-of-year plan assets
$126,423,361

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,088H, C20240923120900NAL0011329585001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$126,423,361
Total liabilities (EOY)
$0
Net assets (EOY)
$126,423,361
Net assets (BOY)
$102,328,842

Income & contributions

Employer contributions
$5,322,910
Participant contributions
$5,909,118
Total contributions
$11,995,386
Total income / additions
$29,287,345

Expenses & distributions

Benefits paid
$5,076,243
Administrative expenses
$112,582
Total expenses
$5,192,826
Net increase / (decrease)
$24,094,519

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisers Inc.NONE$67,662not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$50,920$02023

Related Form 5500 pages