2023 Form 5500 filing — Gurstel Law Firm P.C. 401(K) Profit Sharing Plan And 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 20241125135605NAL0001999171001) for Gurstel Law Firm P.C. 401(K) Profit Sharing Plan And Trust, reported by Gurstel Law Firm P.C. under EIN 41-1846406 and plan number 001. It reports 392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241125135605NAL0001999171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gurstel Law Firm P.C.
- EIN
- 41-1846406
- Plan number
- 001
- Location
- Golden Valley, MN
- Participants
- 392
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,758,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,758,076
- Employer contributions
- $483,978
- Participant contributions
- $981,169
- Total income / additions
- $3,114,107
- Benefits paid
- $985,873
- Administrative expenses
- $63,903
- Total expenses
- $1,049,776
- Net increase / (decrease)
- $2,064,331
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $63,903 | $0 |
| Ubs Financial Services Inc | ADVISOR | $0 | $18,534 |
| Wells Fargo Clearing Services LLC | ADVISOR | $0 | $1,783 |