The Gores Group, LLC - 401k Plan — Form 5500 plan (The Gores Group, LLC)
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 Gores Group, LLC - 401k Plan is a benefit plan reported by The Gores Group, LLC under EIN 33-1066785 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,570 participants and $362,063,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Gores Group, LLC
- EIN
- 33-1066785
- Plan number
- 001
- Plan type
- 3
- Location
- Boulder, CO
- Latest filing year
- 2023
- Participants
- 8,570
- End-of-year plan assets
- $362,063,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,570 | H, C | 20241008103349NAL0016456529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $362,063,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $362,063,225
- Net assets (BOY)
- $423,896,282
Income & contributions
- Employer contributions
- $1,885,164
- Participant contributions
- $6,717,476
- Total contributions
- $9,150,921
- Total income / additions
- $71,704,082
Expenses & distributions
- Benefits paid
- $51,981,315
- Administrative expenses
- $296,211
- Total expenses
- $52,454,508
- Net increase / (decrease)
- $19,249,574
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $191,612 | not reported in the loaded dataset | 2023 |
| Holthouse Carlin & Van Trigt Llp | AUDITOR | $63,070 | not reported in the loaded dataset | 2023 |
| Littler Mendelson, P.C. | ATTORNEY | $35,162 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | OTHER | $300 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | BROKERAGE SERVICES | $27 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Gores Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Boulder, CO
- Morgan Stanley — Schedule C compensation
- Holthouse Carlin & Van Trigt Llp — Schedule C compensation
- Littler Mendelson, P.C. — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation