Gavin De Becker & Associates, L.P 401(K) Plan — Form 5500 plan (Gavin De Becker & Associates, L.P)
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, Gavin De Becker & Associates, L.P 401(K) Plan is a benefit plan reported by Gavin De Becker & Associates, L.P under EIN 95-4609845 and plan number 001. The latest loaded filing year is 2023. The filing reports 908 participants and $31,592,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gavin De Becker & Associates, L.P
- EIN
- 95-4609845
- Plan number
- 001
- Plan type
- 2
- Location
- Studio City, CA
- Latest filing year
- 2023
- Participants
- 908
- End-of-year plan assets
- $31,592,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 908 | H, C | 20240731185816NAL0022958449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,592,607
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,592,607
- Net assets (BOY)
- $26,588,114
Income & contributions
- Employer contributions
- $266,643
- Participant contributions
- $2,971,006
- Total contributions
- $3,424,936
- Total income / additions
- $8,316,738
Expenses & distributions
- Benefits paid
- $3,237,963
- Administrative expenses
- $73,094
- Total expenses
- $3,312,245
- Net increase / (decrease)
- $5,004,493
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Banking | INVESTMENT ADVISOR | $35,223 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $22,378 | not reported in the loaded dataset | 2023 |
| Holthouse Carlin& Van Trigt Llp | ACCOUNTANT/AUDITOR | $8,550 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,943 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gavin De Becker & Associates, L.P
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Studio City, CA
- Morgan Stanley Global Banking — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Holthouse Carlin& Van Trigt Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation