Gravis Law, Pllc 401(K) Plan — Form 5500 plan (Gravis Law, Pllc)

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, Gravis Law, Pllc 401(K) Plan is a benefit plan reported by Gravis Law, Pllc under EIN 46-3869539 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $3,270,356 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gravis Law, Pllc
EIN
46-3869539
Plan number
001
Plan type
2
Location
Richland, WA
Latest filing year
2023
Participants
200
End-of-year plan assets
$3,270,356

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20241014120509NAL0052161522001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,270,356
Total liabilities (EOY)
$2,944
Net assets (EOY)
$3,267,412
Net assets (BOY)
$2,183,063

Income & contributions

Employer contributions
$409,157
Participant contributions
$788,487
Total contributions
$1,209,339
Total income / additions
$1,595,260

Expenses & distributions

Benefits paid
$475,827
Administrative expenses
$35,084
Total expenses
$510,911
Net increase / (decrease)
$1,084,349

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Peterson Hastings Investment MgmtNONE$19,694not reported in the loaded dataset2023
Alerus Financial, NaRECORDKEEPER$15,390not reported in the loaded dataset2023

Related Form 5500 pages