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Form 5500 · Retirement plan · CINCINNATI, OH

GENERAL DATA COMPANY INC.

The filing calls this plan GENERAL DATA COMPANY INC. 401(K) PROFIT SHARING PLAN.

GENERAL DATA COMPANY INC. of CINCINNATI, OH's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Novemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 25-1409703 · plan 001 · plan year 2025, filed Sep 15, 2026

Participants at the start of the year
350
Contracts on file
1
Contract value
$1,506,957
Plan year end
November

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $1,506,957 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in November.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC245November$1,506,957$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
GENERAL DATA COMPANY INC.
EIN 25-1409703
COMMONWEALTH EQUITY SERVICES
SERVICE PROVIDER · EIN 04-2675571
$0
paid directly by the plan
RUZOMBERKA HOLLAND SMITH, INC.
SERVICE PROVIDER · EIN 33-3000333
$16,805
paid directly by the plan
VOYA RETIREMENT ADVISORS, LLC
SERVICE PROVIDER · EIN 02-0488491
$6,076
paid directly by the plan
SCP RETIREMENT SERVICES LLC
THIRD PARTY ADMINISTRATO · EIN 71-0294708
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 68 employees, 1 recordable cases, 0 days away from work.

EmployeesThe company's own average for the year
68
Hours worked
104,386
Recordable cases
1
Days away from work
0
Establishments filed under this EIN
5

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$20,560,161
Paid out in benefits
$1,152,858
Participants at the start of the year
350
Participants with account balances
245

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 25-1899140
RUZOMBERKA HOLLAND SMITH, INC.
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion
Audit fee
$17,000

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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