Plan5500

Gorman 401(K) Plan — Form 5500 plan (Gorman & Company, LLC)

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, Gorman 401(K) Plan is a benefit plan reported by Gorman & Company, LLC under EIN 82-3739186 and plan number 001. The latest loaded filing year is 2023. The filing reports 556 participants and $29,899,187 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gorman & Company, LLC
EIN
82-3739186
Plan number
001
Plan type
2
Location
Oregon, WI
Latest filing year
2023
Participants
556
End-of-year plan assets
$29,899,187

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023556H, C20240920150603NAL0007649441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,899,187
Total liabilities (EOY)
$0
Net assets (EOY)
$29,899,187
Net assets (BOY)
$23,006,655

Income & contributions

Employer contributions
$1,401,621
Participant contributions
$2,168,587
Total contributions
$3,954,544
Total income / additions
$8,291,267

Expenses & distributions

Benefits paid
$1,317,320
Administrative expenses
$66,805
Total expenses
$1,398,735
Net increase / (decrease)
$6,892,532

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$49,586$02023
Empower Advisory Group, LLCINVESTMENT MGMT$9,704not reported in the loaded dataset2023
Pensionmark Financial Group LLCINVESTMENT ADVISOR$7,514not reported in the loaded dataset2023

Related Form 5500 pages