The Gerson Companies — 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, The Gerson Companies (EIN 44-0515427) is a plan sponsor located in Olathe, KS 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
44-0515427
Location
Olathe, KS
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$9,339,306
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$9,339,306

Contributions & income

Employer contributions
$66,843
Participant contributions
$612,070
Total income / additions
$2,653,080

Expenses & distributions

Benefits paid / distributions
$474,110
Total expenses
$530,634
Net increase / (decrease)
$2,122,446

Coverage

Total reported participants
626
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

The Gerson Companies plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Gerson Companies 401(K) And Profit Sharing Plan001446$9,339,3062023
Gerson Company Employee Welfare Plan503180not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Gerson Companies
YearPlanParticipantsSchedulesFiling
2023Gerson Company Employee Welfare Plan18020240612152407NAL0063691074001
2023The Gerson Companies 401(K) And Profit Sharing Plan446H, C20250806094207NAL0003592608001

Related Form 5500 pages