2023 Form 5500 filing — Frank O. Gehry & Associates, Inc. / Gehry Partners, Llp 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 20241011172805NAL0012806467001) for Frank O. Gehry & Associates, Inc. / Gehry Partners, Llp 401(K) Plan, reported by Gehry Partners, Llp under EIN 95-4832734 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011172805NAL0012806467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gehry Partners, Llp
- EIN
- 95-4832734
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,361,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,361,670
- Employer contributions
- $772,140
- Participant contributions
- $1,253,206
- Total income / additions
- $8,859,999
- Benefits paid
- $1,241,825
- Administrative expenses
- $363
- Total expenses
- $1,242,188
- Net increase / (decrease)
- $7,617,811
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services Inc | ADVISOR | $0 | $102,739 |
| Fidelity Investments Institutional | RECORDKEEPER | $363 | $0 |