Gurstel Law Firm P.C. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Gurstel Law Firm P.C.)
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, Gurstel Law Firm P.C. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Gurstel Law Firm P.C. under EIN 41-1846406 and plan number 001. The latest loaded filing year is 2023. The filing reports 392 participants and $9,758,076 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gurstel Law Firm P.C.
- EIN
- 41-1846406
- Plan number
- 001
- Plan type
- 2
- Location
- Golden Valley, MN
- Latest filing year
- 2023
- Participants
- 392
- End-of-year plan assets
- $9,758,076
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 392 | H, C | 20241125135605NAL0001999171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,758,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,758,076
- Net assets (BOY)
- $7,693,745
Income & contributions
- Employer contributions
- $483,978
- Participant contributions
- $981,169
- Total contributions
- $1,527,019
- Total income / additions
- $3,114,107
Expenses & distributions
- Benefits paid
- $985,873
- Administrative expenses
- $63,903
- Total expenses
- $1,049,776
- Net increase / (decrease)
- $2,064,331
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $63,903 | $0 | 2023 |
| Ubs Financial Services Inc | ADVISOR | $0 | $18,534 | 2023 |
| Wells Fargo Clearing Services LLC | ADVISOR | $0 | $1,783 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gurstel Law Firm P.C.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Golden Valley, MN
- Fidelity Investments Institutional — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Wells Fargo Clearing Services LLC — Schedule C compensation