2023 Form 5500 filing — Gunster Retirement Savings 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 20241014154615NAL0026616561001) for Gunster Retirement Savings Plan, reported by Gunster, Yoakley & Stewart, P.A. under EIN 59-1450702 and plan number 006. It reports 537 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154615NAL0026616561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gunster, Yoakley & Stewart, P.A.
- EIN
- 59-1450702
- Plan number
- 006
- Location
- West Palm Beach, FL
- Participants
- 537
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $210,060,303
- Net assets (EOY)
- $210,060,303
- Employer contributions
- $5,775,220
- Participant contributions
- $6,461,823
- Total income / additions
- $43,550,366
- Benefits paid
- $12,856,727
- Administrative expenses
- $340,675
- Total expenses
- $13,224,868
- Net increase / (decrease)
- $30,325,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| North Pier Fiduciary Management | ADVISOR | $61,207 | not reported in the loaded dataset |
| Cap Financial LLC | ADVISOR | $0 | $41,043 |
| Erisa Pension Systems | TPA | $22,421 | not reported in the loaded dataset |
| Cohnreznick Llp | ACCOUNTANT | $15,000 | not reported in the loaded dataset |