2023 Form 5500 filing — Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, Llp 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 20240813165956NAL0010799281001) for Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, Llp Profit Sharing Plan, reported by Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, Llp under EIN 77-0409988 and plan number 001. It reports 1,006 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813165956NAL0010799281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, Llp
- EIN
- 77-0409988
- Plan number
- 001
- Location
- Redwood City, CA
- Participants
- 1,006
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $222,351,227
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $222,351,227
- Employer contributions
- $7,413,445
- Participant contributions
- $11,400,688
- Total income / additions
- $57,912,189
- Benefits paid
- $9,321,400
- Administrative expenses
- $263,018
- Total expenses
- $9,584,418
- Net increase / (decrease)
- $48,327,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment | NONE | $127,296 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | NONE | $105,376 | not reported in the loaded dataset |
| Alliance Bernstein Lp | NONE | $18,342 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $11,899 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |