How many benefit plans does Gershman Investment Corp. report on Form 5500?

Gershman Investment Corp. (EIN 43-0710608) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Gershman Investment Corp.?

The Employer Identification Number (EIN) reported for Gershman Investment Corp. is 43-0710608.

What is the latest Form 5500 filing year for Gershman Investment Corp.?

The latest loaded Form 5500 filing year for Gershman Investment Corp. is 2023.

Gershman Investment Corp. — 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, Gershman Investment Corp. (EIN 43-0710608) is a plan sponsor located in Chesterfield, MO with 2 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: 43-0710608
Location: Chesterfield, MO
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $27,066,109
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $27,066,109

Contributions & income

Employer contributions: $524,502
Participant contributions: $1,836,451
Total income / additions: $6,775,579

Expenses & distributions

Benefits paid / distributions: $2,886,629
Total expenses: $3,013,615
Net increase / (decrease): $3,761,964

Coverage

Total reported participants: 623
Plans with financial statements: 1
Plans with provider compensation: 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.

Largest loaded plans by reported assets

Gershman Investment Corp. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Gershman Investment Corp. Employees Savings Trust	001	377	$27,066,109	2023
Gershman Investment Corp. Welfare Benefits Plan	501	246	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Gershman Investment Corp.
Year	Plan	Participants	Schedules	Filing
2023	Gershman Investment Corp. Welfare Benefits Plan	246	—	20240723161906NAL0011672481001
2023	Gershman Investment Corp. Employees Savings Trust	377	H, C	20240906064235NAL0000503971001