2023 Form 5500 filing — Gordon Rees Scully Mansukhani, Llp 401(K) Retirement 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 20241015181934NAL0015239123002) for Gordon Rees Scully Mansukhani, Llp 401(K) Retirement Plan, reported by Gordon Rees Scully Mansukhani, Llp under EIN 94-1617026 and plan number 001. It reports 2,538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015181934NAL0015239123002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gordon Rees Scully Mansukhani, Llp
- EIN
- 94-1617026
- Plan number
- 001
- Location
- Walnut Creek, CA
- Participants
- 2,538
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $384,664,777
- Net assets (EOY)
- $384,664,777
- Employer contributions
- $7,433,864
- Participant contributions
- $18,867,739
- Total income / additions
- $93,832,629
- Benefits paid
- $28,641,486
- Administrative expenses
- $183,791
- Total expenses
- $28,825,626
- Net increase / (decrease)
- $65,007,003
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $61,653 | not reported in the loaded dataset |
| Aspiriant LLC | NONE | $32,702 | not reported in the loaded dataset |
| Global Retirement Partners LLC | NONE | $28,000 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $22,300 | not reported in the loaded dataset |
| Parallel Advisors LLC | NONE | $15,289 | not reported in the loaded dataset |
| First Republic Investment Mana | NONE | $11,888 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,552 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $0 |