2023 Form 5500 filing — Gilmore & Bell, P.C. 401(K) Profit Sharing Plan & Trust
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 20241001160144NAL0003437091001) for Gilmore & Bell, P.C. 401(K) Profit Sharing Plan & Trust, reported by Gilmore & Bell, P.C. under EIN 43-1611738 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001160144NAL0003437091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gilmore & Bell, P.C.
- EIN
- 43-1611738
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,369,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,369,130
- Employer contributions
- $2,176,828
- Participant contributions
- $1,678,003
- Total income / additions
- $12,992,650
- Benefits paid
- $122,395
- Administrative expenses
- $88,293
- Total expenses
- $210,688
- Net increase / (decrease)
- $12,781,962
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Asset Mark | INVESTMENT ADVISOR | $36,743 | not reported in the loaded dataset |
| One Advisory Partners, LLC. | INVESTMENT ADVISOR | $23,761 | not reported in the loaded dataset |
| Hill Investment Group LLC | INVESTMENT ADVISOR | $19,771 | $0 |
| Cbiz Mhm, LLC. | THIRD PARTY ADMINISTRATO | $6,584 | not reported in the loaded dataset |