2023 Form 5500 filing — Gavin De Becker & Associates, L.P 401(K) 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 20240731185816NAL0022958449001) for Gavin De Becker & Associates, L.P 401(K) Plan, reported by Gavin De Becker & Associates, L.P under EIN 95-4609845 and plan number 001. It reports 908 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731185816NAL0022958449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gavin De Becker & Associates, L.P
- EIN
- 95-4609845
- Plan number
- 001
- Location
- Studio City, CA
- Participants
- 908
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,592,607
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,592,607
- Employer contributions
- $266,643
- Participant contributions
- $2,971,006
- Total income / additions
- $8,316,738
- Benefits paid
- $3,237,963
- Administrative expenses
- $73,094
- Total expenses
- $3,312,245
- Net increase / (decrease)
- $5,004,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking | INVESTMENT ADVISOR | $35,223 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $22,378 | not reported in the loaded dataset |
| Holthouse Carlin& Van Trigt Llp | ACCOUNTANT/AUDITOR | $8,550 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $6,943 | $0 |