Plan5500

The John Gore Organization, Inc. 401k And Profit Sharing Plan — Form 5500 plan (The John Gore Organization, 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, The John Gore Organization, Inc. 401k And Profit Sharing Plan is a benefit plan reported by The John Gore Organization, Inc. under EIN 20-1320334 and plan number 001. The latest loaded filing year is 2023. The filing reports 563 participants and $37,130,026 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$37.1MPlan net assets, end of year$37,130,026
Participants563Covered participants reported
Assets / participant$66KComputed: assets ÷ participants$65,950 (computed)
Provider compensation$27.6K2 Schedule C provider row(s)$27,638
Plan sponsor
The John Gore Organization, Inc.
EIN
20-1320334
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    563 participants · 2Sch HSch C
    View filing →
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)$37.1M total assets
Net assets$37.1MLiabilities$0
Money in vs. money out
Total income / additions$9M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$686.3K
Participant$2.5M
Full reported line items

Net assets

Total assets (EOY)
$37,130,026
Total liabilities (EOY)
$0
Net assets (EOY)
$37,130,026
Net assets (BOY)
$29,529,088

Income & contributions

Employer contributions
$686,260
Participant contributions
$2,474,502
Total contributions
$3,268,420
Total income / additions
$9,049,615

Expenses & distributions

Benefits paid
$1,422,781
Administrative expenses
$27,638
Total expenses
$1,448,677
Net increase / (decrease)
$7,600,938
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.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Adp, Inc.$27.6K
    RECORD KEEPER · Direct $27.6K · Indirect $0
  2. 2
    Adp Broker-Dealer$0
    RECORD KEEPER · Direct $0 · Indirect $0

Related Form 5500 pages