Gunster Retirement Savings Plan — 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 Retirement Savings Plan is a benefit plan reported by Gunster, Yoakley & Stewart, P.A. under EIN 59-1450702 and plan number 006. The latest loaded filing year is 2023. The filing reports 537 participants and $210,060,303 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
- 006
- Plan type
- 2
- Location
- West Palm Beach, FL
- Latest filing year
- 2023
- Participants
- 537
- End-of-year plan assets
- $210,060,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 537 | H, C | 20241014154615NAL0026616561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $210,060,303
- Net assets (EOY)
- $210,060,303
- Net assets (BOY)
- $179,734,805
Income & contributions
- Employer contributions
- $5,775,220
- Participant contributions
- $6,461,823
- Total contributions
- $17,851,589
- Total income / additions
- $43,550,366
Expenses & distributions
- Benefits paid
- $12,856,727
- Administrative expenses
- $340,675
- Total expenses
- $13,224,868
- Net increase / (decrease)
- $30,325,498
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| North Pier Fiduciary Management | ADVISOR | $61,207 | not reported in the loaded dataset | 2023 |
| Cap Financial LLC | ADVISOR | $0 | $41,043 | 2023 |
| Erisa Pension Systems | TPA | $22,421 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | ACCOUNTANT | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gunster, Yoakley & Stewart, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in West Palm Beach, FL
- North Pier Fiduciary Management — Schedule C compensation
- Cap Financial LLC — Schedule C compensation
- Erisa Pension Systems — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation