2023 Form 5500 filing — The John Gore Organization, Inc. 401k And 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 20240812050905NAL0009157073001) for The John Gore Organization, Inc. 401k And Profit Sharing Plan, reported by The John Gore Organization, Inc. under EIN 20-1320334 and plan number 001. It reports 563 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$37.1MReported net assets$37,130,026
Participants563
Provider compensation$27.6K2 Schedule C row(s)$27,638
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240812050905NAL0009157073001
Plan sponsor
The John Gore Organization, Inc.
EIN
20-1320334
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$37.1M total assets
Net assets$37.1MLiabilities$0
Money in vs. money out
Total income / additions$9M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$686.3K
Participant$2.5M
Full reported line items
Total assets (EOY)
$37,130,026
Total liabilities (EOY)
$0
Net assets (EOY)
$37,130,026
Employer contributions
$686,260
Participant contributions
$2,474,502
Total income / additions
$9,049,615
Benefits paid
$1,422,781
Administrative expenses
$27,638
Total expenses
$1,448,677
Net increase / (decrease)
$7,600,938

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Adp, Inc.RECORD KEEPER$27,638$0
Adp Broker-DealerRECORD KEEPER$0$0

Related Form 5500 pages