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| Plan Name | REVELATE ADVISORY LLC GCF BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | REVELATE ADVISORY LLC |
| Employer identification number (EIN): | 843105829 |
| NAIC Classification: | 541600 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-04-01 | MORGAN LAW | 2024-10-28 | ||
| 501 | 2022-04-01 | MORGAN LAW | 2023-10-30 | ||
| 501 | 2021-07-01 | MORGAN LAW | 2022-10-31 |
| Measure | Date | Value |
|---|---|---|
| 2024: REVELATE ADVISORY LLC GCF BENEFIT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-28 | 2 |
| Total number of particpants at end of year | 2024-10-28 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2024 : REVELATE ADVISORY LLC GCF BENEFIT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-10-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-28 | 1922 |
| Total expenses incurred by plan in this plan year | 2024-10-28 | 49695 |
| Net assets as of the end of the plan year | 2024-10-28 | 0 |
| Total assets as of the beginning of the plan year | 2024-10-28 | 2623 |
| Value of plan covered by a fidelity bond | 2024-10-28 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-28 | 24374 |
| Other expenses paid from plan in this plan year | 2024-10-28 | 0 |
| Other contributions to plan in this plan year | 2024-10-28 | 0 |
| Other income to plan in this plan year | 2024-10-28 | 246 |
| Plan net income in this plan year | 2024-10-28 | -701 |
| Net assets as of the end of the plan year | 2024-10-28 | 0 |
| Net assets as of the beginning of the plan year | 2024-10-28 | 701 |
| Employer contributions to plan in this plan year | 2024-10-28 | 24374 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-28 | 3623 |
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