Gordon Rees Scully Mansukhani, Llp 401(K) Retirement Plan — Form 5500 plan (Gordon Rees Scully Mansukhani, Llp)
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 Rees Scully Mansukhani, Llp 401(K) Retirement Plan is a benefit plan reported by Gordon Rees Scully Mansukhani, Llp under EIN 94-1617026 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,538 participants and $384,664,777 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gordon Rees Scully Mansukhani, Llp
- EIN
- 94-1617026
- Plan number
- 001
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
- Participants
- 2,538
- End-of-year plan assets
- $384,664,777
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,538 | H, C | 20241015181934NAL0015239123002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $384,664,777
- Net assets (EOY)
- $384,664,777
- Net assets (BOY)
- $319,657,774
Income & contributions
- Employer contributions
- $7,433,864
- Participant contributions
- $18,867,739
- Total contributions
- $37,481,358
- Total income / additions
- $93,832,629
Expenses & distributions
- Benefits paid
- $28,641,486
- Administrative expenses
- $183,791
- Total expenses
- $28,825,626
- Net increase / (decrease)
- $65,007,003
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $61,653 | not reported in the loaded dataset | 2023 |
| Aspiriant LLC | NONE | $32,702 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | NONE | $22,300 | not reported in the loaded dataset | 2023 |
| Parallel Advisors LLC | NONE | $15,289 | not reported in the loaded dataset | 2023 |
| First Republic Investment Mana | NONE | $11,888 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,552 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gordon Rees Scully Mansukhani, Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Walnut Creek, CA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Aspiriant LLC — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Parallel Advisors LLC — Schedule C compensation
- First Republic Investment Mana — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation