Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (Robert D. Gilmore & Associates, 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, Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Robert D. Gilmore & Associates, Inc. under EIN 23-1992323 and plan number 002. The latest loaded filing year is 2023. The filing reports 277 participants and $39,225,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert D. Gilmore & Associates, Inc.
- EIN
- 23-1992323
- Plan number
- 002
- Plan type
- 2
- Location
- New Britain, PA
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $39,225,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H | 20241007162118NAL0015499089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,225,057
- Total liabilities (EOY)
- $6,156,402
- Net assets (EOY)
- $33,068,655
- Net assets (BOY)
- $21,778,964
Income & contributions
- Employer contributions
- $1,425,710
- Total contributions
- $1,425,710
- Total income / additions
- $12,086,752
Expenses & distributions
- Benefits paid
- $626,515
- Administrative expenses
- $0
- Total expenses
- $797,061
- Net increase / (decrease)
- $11,289,691
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.