Gagosian Gallery, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Gagosian Gallery, Inc.)
Plain-English plan 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, Gagosian Gallery, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Gagosian Gallery, Inc. under EIN 13-3391563 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $17,640,028 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$17.6MPlan net assets, end of year$17,625,005
Participants299Covered participants reported
Assets / participant$59KComputed: assets ÷ participants$58,997 (computed)
Provider compensation$107.6K5 Schedule C provider row(s)$107,635
- Plan sponsor
- Gagosian Gallery, Inc.
- EIN
- 13-3391563
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241015162134NAL0029088273001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$17.6M total assets
Net assets$17.6MLiabilities$15K
Full reported line items
Net assets
- Total assets (EOY)
- $17,640,028
- Total liabilities (EOY)
- $15,023
- Net assets (EOY)
- $17,625,005
- Net assets (BOY)
- $14,403,002
Income & contributions
- Employer contributions
- $729,384
- Participant contributions
- $1,658,471
- Total contributions
- $2,424,672
- Total income / additions
- $5,204,064
Expenses & distributions
- Benefits paid
- $1,871,783
- Administrative expenses
- $110,278
- Total expenses
- $1,982,061
- Net increase / (decrease)
- $3,222,003
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORD-KEEPER | $49,151 | $0 | 2023 |
| Rmr Wealth Builders | INVESTMENT ADVISORY - PL | $39,883 | not reported in the loaded dataset | 2023 |
| Alera Investment Advisors | INVESTMENT ADVISORY-PLAN | $13,633 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions LLC | INVESTMENT ADVISORY-PLAN | $4,408 | not reported in the loaded dataset | 2023 |
| Associated Pension Consultants, Inc | RECORD-KEEPER | $560 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gagosian Gallery, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Transamerica Financial Life Ins Co — Schedule C compensation
- Rmr Wealth Builders — Schedule C compensation
- Alera Investment Advisors — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation
- Associated Pension Consultants, Inc — Schedule C compensation