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401k Sponsoring company profile

GORDON ASSET MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:GORDON ASSET MANAGEMENT, LLC
Employer identification number (EIN):421582751
NAIC Classification:523900

Additional information about GORDON ASSET MANAGEMENT, LLC

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about GORDON ASSET MANAGEMENT, LLC

The following addresses have been detected on the 401k submissions:

USA Mailing Address
1007 SLATER ROAD, SUITE 200
DURHAM
NC
27703
Date first seen: 2007-01-01
Date last seen: 2023-12-31
USA Location Address
1007 SLATER ROAD, SUITE 200
DURHAM
NC
27703
Date first seen: 2007-01-01
Date last seen: 2023-12-31

GORDON ASSET MANAGEMENT, LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001GAM 401K PROFIT SHARING PLAN2015-01-01 2002-01-01
002GAM, LLC CASH BALANCE PENSION PLAN2015-01-01 2007-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2018-09-10Employer Contributions $ 80,000 8 $ 10,000
2018-09-10Employee Contributions $ 80,000 8 $ 10,000
2018-08-20Employer Contributions $ 35,000 8 $ 4,375
2018-08-20Employee Contributions $ 35,000 8 $ 4,375
2018-07-17Employer Contributions $ 100,000 8 $ 12,500
2018-07-17Employee Contributions $ 100,000 8 $ 12,500
2018-06-27Employer Contributions $ 35,000 8 $ 4,375
2018-06-27Employee Contributions $ 35,000 8 $ 4,375
2017-09-07Employer Contributions $ 70,000 14 $ 5,000
2017-09-07Employee Contributions $ 70,000 14 $ 5,000
2017-08-16Employer Contributions $ 60,000 14 $ 4,286
2017-08-16Employee Contributions $ 60,000 14 $ 4,286
2017-07-12Employer Contributions $ 40,000 14 $ 2,857
2017-07-12Employee Contributions $ 40,000 14 $ 2,857
2017-04-18Employer Contributions $ 10,900 14 $ 779
2017-04-18Employee Contributions $ 10,900 14 $ 779
2017-01-09Employer Contributions $ 5,258 14 $ 376
2017-01-09Employee Contributions $ 5,258 14 $ 376
2016-08-31Employer Contributions $ 11,824 16 $ 739
2016-08-31Employee Contributions $ 11,824 16 $ 739
2016-08-26Employer Contributions $ 75,000 16 $ 4,688
2016-08-26Employee Contributions $ 75,000 16 $ 4,688
2016-08-04Employer Contributions $ 5,646 16 $ 353
2016-08-04Employee Contributions $ 5,646 16 $ 353
2016-07-13Employer Contributions $ 75,000 16 $ 4,688
2016-07-13Employee Contributions $ 75,000 16 $ 4,688
2015-09-02Employer Contributions $ 37,000 15 $ 2,467
2015-09-02Employee Contributions $ 37,000 15 $ 2,467
2015-08-28Employer Contributions $ 48,000 15 $ 3,200
2015-08-28Employee Contributions $ 48,000 15 $ 3,200
2015-08-04Employer Contributions $ 35,000 15 $ 2,333
2015-08-04Employee Contributions $ 35,000 15 $ 2,333
2015-07-13Employer Contributions $ 30,000 15 $ 2,000
2015-07-13Employee Contributions $ 30,000 15 $ 2,000
2015-04-15Employer Contributions $ 3,601 15 $ 240
2015-04-15Employee Contributions $ 3,601 15 $ 240
2014-11-21Employer Contributions $ 6,000 12 $ 500
2014-11-21Employee Contributions $ 6,000 12 $ 500
2014-09-03Employer Contributions $ 59,500 12 $ 4,958
2014-09-03Employee Contributions $ 59,500 12 $ 4,958
2014-08-05Employer Contributions $ 28,000 12 $ 2,333
2014-08-05Employee Contributions $ 28,000 12 $ 2,333
2014-07-08Employer Contributions $ 12,500 12 $ 1,042
2014-07-08Employee Contributions $ 12,500 12 $ 1,042
2014-03-06Employer Contributions $ 13,313 12 $ 1,109
2014-03-06Employee Contributions $ 13,313 12 $ 1,109
2013-08-29Employer Contributions $ 2,711 9 $ 301
2013-08-29Employee Contributions $ 2,711 9 $ 301
2013-08-01Employer Contributions $ 25,000 9 $ 2,778
2013-08-01Employee Contributions $ 25,000 9 $ 2,778
2013-07-05Employer Contributions $ 25,000 9 $ 2,778
2013-07-05Employee Contributions $ 25,000 9 $ 2,778
2013-04-10Employer Contributions $ 11,448 9 $ 1,272
2013-04-10Employee Contributions $ 11,448 9 $ 1,272
2012-09-12Employer Contributions $ 47,289 5 $ 9,458
2012-09-12Employee Contributions $ 47,289 5 $ 9,458
2012-09-05Employer Contributions $ 25,000 5 $ 5,000
2012-09-05Employee Contributions $ 25,000 5 $ 5,000
2012-08-16Employer Contributions $ 10,000 5 $ 2,000
2012-08-16Employee Contributions $ 10,000 5 $ 2,000
2012-07-31Employer Contributions $ 25,000 5 $ 5,000
2012-07-31Employee Contributions $ 25,000 5 $ 5,000
2012-07-17Employer Contributions $ 20,000 5 $ 4,000
2012-07-17Employee Contributions $ 20,000 5 $ 4,000
2012-06-07Employer Contributions $ 10,000 5 $ 2,000
2012-06-07Employee Contributions $ 10,000 5 $ 2,000
2012-05-21Employer Contributions $ 10,000 5 $ 2,000
2012-05-21Employee Contributions $ 10,000 5 $ 2,000
2011-12-22Employer Contributions $ 4,000 3 $ 1,333
2011-12-22Employee Contributions $ 4,000 3 $ 1,333
2011-11-22Employer Contributions $ 1,000 3 $ 333
2011-11-22Employee Contributions $ 1,000 3 $ 333
2011-10-06Employer Contributions $ 1,000 3 $ 333
2011-10-06Employee Contributions $ 1,000 3 $ 333
2011-09-21Employer Contributions $ 1,000 3 $ 333
2011-09-21Employee Contributions $ 1,000 3 $ 333
2011-09-09Employer Contributions $ 1,000 3 $ 333
2011-09-09Employee Contributions $ 1,000 3 $ 333
2011-08-22Employer Contributions $ 47,500 3 $ 15,833
2011-08-22Employee Contributions $ 47,500 3 $ 15,833
2011-08-15Employer Contributions $ 4,553 3 $ 1,518
2011-08-15Employee Contributions $ 4,553 3 $ 1,518
2011-08-03Employer Contributions $ 20,000 3 $ 6,667
2011-08-03Employee Contributions $ 20,000 3 $ 6,667
2011-07-07Employer Contributions $ 20,000 3 $ 6,667
2011-07-07Employee Contributions $ 20,000 3 $ 6,667
2011-01-26Employer Contributions $ 12,500 3 $ 4,167
2011-01-26Employee Contributions $ 12,500 3 $ 4,167

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