Gemini Legal Support, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Gemini Legal Support, Inc.)
Plain-English plan 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, Gemini Legal Support, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Gemini Legal Support, Inc. under EIN 20-4088422 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $4,962,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gemini Legal Support, Inc.
- EIN
- 20-4088422
- Plan number
- 001
- Plan type
- 2
- Location
- Rocklin, CA
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $4,962,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20241014115811NAL0045867824001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,962,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,962,211
- Net assets (BOY)
- $2,949,819
Income & contributions
- Employer contributions
- $479,196
- Participant contributions
- $707,890
- Total contributions
- $1,491,718
- Total income / additions
- $2,158,279
Expenses & distributions
- Benefits paid
- $75,328
- Administrative expenses
- $56,842
- Total expenses
- $145,887
- Net increase / (decrease)
- $2,012,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Planning Advisors LLC | INVESTMENT ADVISOR | $29,226 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,686 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,930 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gemini Legal Support, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Rocklin, CA
- Capital Planning Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation