Gilmore & Bell, P.C. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Gilmore & Bell, P.C.)
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, Gilmore & Bell, P.C. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Gilmore & Bell, P.C. under EIN 43-1611738 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $69,369,130 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gilmore & Bell, P.C.
- EIN
- 43-1611738
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $69,369,130
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20241001160144NAL0003437091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,369,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,369,130
- Net assets (BOY)
- $56,587,168
Income & contributions
- Employer contributions
- $2,176,828
- Participant contributions
- $1,678,003
- Total contributions
- $3,854,831
- Total income / additions
- $12,992,650
Expenses & distributions
- Benefits paid
- $122,395
- Administrative expenses
- $88,293
- Total expenses
- $210,688
- Net increase / (decrease)
- $12,781,962
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asset Mark | INVESTMENT ADVISOR | $36,743 | not reported in the loaded dataset | 2023 |
| One Advisory Partners, LLC. | INVESTMENT ADVISOR | $23,761 | not reported in the loaded dataset | 2023 |
| Hill Investment Group LLC | INVESTMENT ADVISOR | $19,771 | $0 | 2023 |
| Cbiz Mhm, LLC. | THIRD PARTY ADMINISTRATO | $6,584 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gilmore & Bell, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Asset Mark — Schedule C compensation
- One Advisory Partners, LLC. — Schedule C compensation
- Hill Investment Group LLC — Schedule C compensation
- Cbiz Mhm, LLC. — Schedule C compensation