2023 Form 5500 filing — Gerber Kawasaki Inc 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240417165312NAL0003277153001) for Gerber Kawasaki Inc 401(K) Profit Sharing Plan & Trust, reported by Gerber Kawasaki Inc under EIN 27-2274173 and plan number 001. It reports 44 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.7MReported net assets$2,694,474
Participants44
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240417165312NAL0003277153001
Plan sponsor
Gerber Kawasaki Inc
EIN
27-2274173
Plan number
001
Location
Santa Monica, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.7M total assets
Net assets$2.7MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$150.3K
Benefits paid / distributions$150K
Contributions
Employer$75.4K
Participant$494.8K
Full reported line items
Total assets (EOY)
$2,694,474
Total liabilities (EOY)
$0
Net assets (EOY)
$2,694,474
Employer contributions
$75,404
Participant contributions
$494,779
Total income / additions
$1,153,129
Benefits paid
$149,987
Administrative expenses
$345
Total expenses
$150,332
Net increase / (decrease)
$1,002,797

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240417165312NAL0003277153001 cover?
It is the 2023 Form 5500 filing for Gerber Kawasaki Inc 401(K) Profit Sharing Plan & Trust, reported by Gerber Kawasaki Inc (EIN 27-2274173).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages