Gerber Kawasaki Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Gerber Kawasaki Inc (EIN 27-2274173) is a plan sponsor located in Santa Monica, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-2274173
Location
Santa Monica, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Gerber Kawasaki Inc

  • 1 loaded plans hold $2.7M in reported assets.
  • The largest, Gerber Kawasaki Inc 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 44 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.7MSummed across loaded plans$2,694,474
Total reported assets$2.7M$2,694,474
Total reported participants44
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.7M total assets
Net assets$2.7MLiabilities$0
Contributions & income
Employer contributions$75.4K
Participant contributions$494.8K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$150K
Total expenses$150.3K
Net increase / (decrease)$1M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Gerber Kawasaki Inc 401(K) Profit Sharing Plan & Trust
Participants per plan44Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 44 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Gerber Kawasaki Inc. Open one for its full reported snapshot.

  1. 2023
    Gerber Kawasaki Inc 401(K) Profit Sharing Plan & Trust44 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Gerber Kawasaki Inc report on Form 5500?
Gerber Kawasaki Inc (EIN 27-2274173) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Gerber Kawasaki Inc?
The Employer Identification Number (EIN) reported for Gerber Kawasaki Inc is 27-2274173.
What is the latest Form 5500 filing year for Gerber Kawasaki Inc?
The latest loaded Form 5500 filing year for Gerber Kawasaki Inc is 2023.

Related Form 5500 pages