2023 Form 5500 filing — Gorman Brothers, Inc. Direct Advisors 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 20241014092645NAL0045465472001) for Gorman Brothers, Inc. Direct Advisors Trust, reported by Gorman Bros., Inc. under EIN 14-0704840 and plan number 501. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241014092645NAL0045465472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gorman Bros., Inc.
- EIN
- 14-0704840
- Plan number
- 501
- Location
- Albany, NY
- Participants
- 166
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,200
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,200
- Employer contributions
- $458,275
- Total income / additions
- $458,275
- Benefits paid
- $516,211
- Administrative expenses
- $0
- Total expenses
- $516,211
- Net increase / (decrease)
- -$57,936
- Schedule source
- Schedule H