Gunster 401(K) Plan For Associate Attorneys — Form 5500 plan (Gunster, Yoakley & Stewart, P.A.)

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, Gunster 401(K) Plan For Associate Attorneys is a benefit plan reported by Gunster, Yoakley & Stewart, P.A. under EIN 59-1450702 and plan number 005. The latest loaded filing year is 2023. The filing reports 93 participants and $16,329,635 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gunster, Yoakley & Stewart, P.A.
EIN
59-1450702
Plan number
005
Plan type
2
Location
West Palm Beach, FL
Latest filing year
2023
Participants
93
End-of-year plan assets
$16,329,635

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202393I20241014154945NAL0027772129001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$16,329,635
Total liabilities (EOY)
$313
Net assets (EOY)
$16,329,322
Net assets (BOY)
$12,588,661

Income & contributions

Employer contributions
$338,520
Participant contributions
$1,127,459
Total income / additions
$4,219,603

Expenses & distributions

Benefits paid
$384,095
Administrative expenses
$78,212
Total expenses
$478,942
Net increase / (decrease)
$3,740,661

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages