Plan5500

Bruce Gershman Pa — 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, Bruce Gershman Pa (EIN 41-1429535) is a plan sponsor located in Minnetonka, MN 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
41-1429535
Location
Minnetonka, MN
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 Bruce Gershman Pa

  • 1 loaded plans hold $3.1M in reported assets.
  • The largest, Bruce A Gershman Pa Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 2 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.1MSummed across loaded plans$3,128,761
Total reported assets$3.1M$3,128,761
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities—
Contributions & income
Employer contributionsNot reported
Participant contributions$11K
Total income / additions$151.7K
Expenses & distributions
Benefits paid / distributions$228K
Total expenses$228K
Net increase / (decrease)-$76.3K

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%Bruce A Gershman Pa Profit Sharing Plan & Trust
Participants per plan2Average 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
    Bruce A Gershman Pa Profit Sharing Plan & Trust$3.1M
    Plan #002 · 2 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bruce Gershman Pa. Open one for its full reported snapshot.

  1. 2023
    Bruce A Gershman Pa Profit Sharing Plan & Trust2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bruce Gershman Pa report on Form 5500?
Bruce Gershman Pa (EIN 41-1429535) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bruce Gershman Pa?
The Employer Identification Number (EIN) reported for Bruce Gershman Pa is 41-1429535.
What is the latest Form 5500 filing year for Bruce Gershman Pa?
The latest loaded Form 5500 filing year for Bruce Gershman Pa is 2023.

Related Form 5500 pages