Gordon Us, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Gordon Us, 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, Gordon Us, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Gordon Us, LLC under EIN 86-3292759 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $13,799,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gordon Us, LLC
- EIN
- 86-3292759
- Plan number
- 001
- Plan type
- 2
- Location
- Chantilly, VA
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $13,799,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20240725111301NAL0008167075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,799,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,799,582
- Net assets (BOY)
- $13,634,833
Income & contributions
- Employer contributions
- $309,949
- Participant contributions
- $1,015,429
- Total contributions
- $1,327,420
- Total income / additions
- $3,510,021
Expenses & distributions
- Benefits paid
- $1,048,556
- Administrative expenses
- $56,267
- Total expenses
- $1,104,823
- Net increase / (decrease)
- $2,405,198
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $26,352 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $13,883 | $0 | 2023 |
| Stambaugh Ness | ACCOUNTANT/AUDITOR | $11,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,032 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gordon Us, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Chantilly, VA
- Kestra Investment Services LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Stambaugh Ness — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation