2023 Form 5500 filing — Gordon Us, LLC 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725111301NAL0008167075001) for Gordon Us, LLC 401(K) Profit Sharing Plan, reported by Gordon Us, LLC under EIN 86-3292759 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$13.8MReported net assets$13,799,582
Participants149
Provider compensation$56.3K4 Schedule C row(s)$56,267
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240725111301NAL0008167075001
- Plan sponsor
- Gordon Us, LLC
- EIN
- 86-3292759
- Plan number
- 001
- Location
- Chantilly, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13.8M total assets
Net assets$13.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,799,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,799,582
- Employer contributions
- $309,949
- Participant contributions
- $1,015,429
- Total income / additions
- $3,510,021
- Benefits paid
- $1,048,556
- Administrative expenses
- $56,267
- Total expenses
- $1,104,823
- Net increase / (decrease)
- $2,405,198
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $26,352 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $13,883 | $0 |
| Stambaugh Ness | ACCOUNTANT/AUDITOR | $11,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,032 | not reported in the loaded dataset |