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, Robert D. Gilmore & Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Robert D. Gilmore & Associates, Inc. under EIN 23-1992323 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $27,140,023 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,140,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,140,023
- Net assets (BOY)
- $24,857,192
Income & contributions
- Employer contributions
- $586,436
- Participant contributions
- $1,606,675
- Total contributions
- $2,207,640
- Total income / additions
- $6,602,252
Expenses & distributions
- Benefits paid
- $4,212,287
- Administrative expenses
- $107,134
- Total expenses
- $4,319,421
- Net increase / (decrease)
- $2,282,831