The Gori Law Firm, Pc 401(K) Plan — Form 5500 plan (The Gori Law Firm, Pc)

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 Gori Law Firm, Pc 401(K) Plan is a benefit plan reported by The Gori Law Firm, Pc under EIN 26-2750016 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $8,758,434 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Gori Law Firm, Pc
EIN
26-2750016
Plan number
001
Plan type
2
Location
Edwardsville, IL
Latest filing year
2023
Participants
162
End-of-year plan assets
$8,758,434

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20241010090508NAL0033659424001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,758,434
Total liabilities (EOY)
$0
Net assets (EOY)
$8,758,434
Net assets (BOY)
$6,487,894

Income & contributions

Employer contributions
$234,987
Participant contributions
$861,535
Total contributions
$1,186,318
Total income / additions
$2,599,390

Expenses & distributions

Benefits paid
$292,856
Administrative expenses
$33,344
Total expenses
$328,850
Net increase / (decrease)
$2,270,540

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$13,333$02023
Creative Planning LLCADVISOR$11,667not reported in the loaded dataset2023

Related Form 5500 pages