2023 Form 5500 filing — Gordon Brothers 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 20241004141726NAL0023916866001) for Gordon Brothers Profit-Sharing Plan, reported by Gordon Brothers Group, LLC under EIN 04-3403041 and plan number 002. It reports 528 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)$101MReported net assets$101,005,459

Participants528

Provider compensation$28.5K3 Schedule C row(s)$28,544

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241004141726NAL0023916866001
Plan sponsor: Gordon Brothers Group, LLC
EIN: 04-3403041
Plan number: 002
Location: Boston, MA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$101M total assets

Net assets$101MLiabilities$0

Money in vs. money out

Total income / additions$27.4M

Total expenses$6.7M

Benefits paid / distributions$6.7M

Contributions

Employer$2M

Participant$3.6M

Full reported line items

Total assets (EOY): $101,005,459
Total liabilities (EOY): $0
Net assets (EOY): $101,005,459
Employer contributions: $1,963,052
Participant contributions: $3,625,136
Total income / additions: $27,372,527
Benefits paid: $6,688,173
Administrative expenses: $44,304
Total expenses: $6,734,966
Net increase / (decrease): $20,637,561

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Capfinancial Partners LLC Dba Captr$11.3K
OTHER · Direct $11.3K
2
Empower Annuity Insurance Company O$11K
OTHER · Direct $11K · Indirect $0
3
Empower Advisory Group, LLC$6.2K
OTHER · Direct $6.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004141726NAL0023916866001 cover?: It is the 2023 Form 5500 filing for Gordon Brothers Profit-Sharing Plan, reported by Gordon Brothers Group, LLC (EIN 04-3403041).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).