2023 Form 5500 filing — Gravis Law, Pllc 401(K) 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 20241014120509NAL0052161522001) for Gravis Law, Pllc 401(K) Plan, reported by Gravis Law, Pllc under EIN 46-3869539 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014120509NAL0052161522001
Filing year
2023
Form type
2
Plan sponsor
Gravis Law, Pllc
EIN
46-3869539
Plan number
001
Location
Richland, WA
Participants
200
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,270,356
Total liabilities (EOY)
$2,944
Net assets (EOY)
$3,267,412
Employer contributions
$409,157
Participant contributions
$788,487
Total income / additions
$1,595,260
Benefits paid
$475,827
Administrative expenses
$35,084
Total expenses
$510,911
Net increase / (decrease)
$1,084,349
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Peterson Hastings Investment MgmtNONE$19,694not reported in the loaded dataset
Alerus Financial, NaRECORDKEEPER$15,390not reported in the loaded dataset

Related Form 5500 pages