2023 Form 5500 filing — Gordon Us, LLC 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725111301NAL0008167075001) for Gordon Us, LLC 401(K) Profit Sharing Plan, reported by Gordon Us, LLC under EIN 86-3292759 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725111301NAL0008167075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gordon Us, LLC
- EIN
- 86-3292759
- Plan number
- 001
- Location
- Chantilly, VA
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,799,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,799,582
- Employer contributions
- $309,949
- Participant contributions
- $1,015,429
- Total income / additions
- $3,510,021
- Benefits paid
- $1,048,556
- Administrative expenses
- $56,267
- Total expenses
- $1,104,823
- Net increase / (decrease)
- $2,405,198
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $26,352 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $13,883 | $0 |
| Stambaugh Ness | ACCOUNTANT/AUDITOR | $11,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,032 | not reported in the loaded dataset |