Gorman Brothers, Inc. Direct Advisors Trust — Form 5500 plan (Gorman Bros., 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, Gorman Brothers, Inc. Direct Advisors Trust is a benefit plan reported by Gorman Bros., Inc. under EIN 14-0704840 and plan number 501. The latest loaded filing year is 2023. The filing reports 166 participants and $15,200 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gorman Bros., Inc.
- EIN
- 14-0704840
- Plan number
- 501
- Plan type
- 2
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $15,200
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H | 20241014092645NAL0045465472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,200
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,200
- Net assets (BOY)
- $73,136
Income & contributions
- Employer contributions
- $458,275
- Total contributions
- $458,275
- Total income / additions
- $458,275
Expenses & distributions
- Benefits paid
- $516,211
- Administrative expenses
- $0
- Total expenses
- $516,211
- Net increase / (decrease)
- -$57,936
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.