Plan5500

Geimer, Ehrlich & Gross 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, Geimer, Ehrlich & Gross Pa (EIN 52-2008740) is a plan sponsor located in Bethesda, MD 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
52-2008740
Location
Bethesda, MD
Loaded plans
2
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 Geimer, Ehrlich & Gross Pa

  • 2 loaded plans hold $5.4M in reported assets.
  • The largest, Geimer, Ehrlich & Gross Pa Money Purchase Pension, holds 57% of this company's reported plan assets.
  • Plans cover 4 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.4MSummed across loaded plans$5,442,303
Total reported assets$5.4M$5,442,303
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$5.4M total assets
Net assets$5.4MLiabilities—
Contributions & income
Employer contributions$111K
Participant contributionsNot reported
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributionsNot reported
Total expensesNot reported
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets57%Geimer, Ehrlich & Gross Pa Money Purchase Pension
Participants per plan2Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Geimer, Ehrlich & Gross Pa Money Purchase Pension$3.1M
    Plan #001 · 2 participants · 2023
  2. 2
    Geimer, Ehrlich & Gross Pa Profit Sharing Plan$2.4M
    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 Geimer, Ehrlich & Gross Pa. Open one for its full reported snapshot.

  1. 2023
    Geimer, Ehrlich & Gross Pa Money Purchase Pension2 participants · 2Sch I
    View filing →
  2. 2023
    Geimer, Ehrlich & Gross Pa Profit Sharing Plan2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Geimer, Ehrlich & Gross Pa report on Form 5500?
Geimer, Ehrlich & Gross Pa (EIN 52-2008740) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Geimer, Ehrlich & Gross Pa?
The Employer Identification Number (EIN) reported for Geimer, Ehrlich & Gross Pa is 52-2008740.
What is the latest Form 5500 filing year for Geimer, Ehrlich & Gross Pa?
The latest loaded Form 5500 filing year for Geimer, Ehrlich & Gross Pa is 2023.

Related Form 5500 pages