2023 Form 5500 filing — Bruce Gendelman Co., Inc. 401(K) Plan

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 20240820094816NAL0004284320001) for Bruce Gendelman Co., Inc. 401(K) Plan, reported by Bruce Gendelman Co., Inc. under EIN 39-1449275 and plan number 001. It reports 58 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.3MReported net assets$10,296,479
Participants58
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240820094816NAL0004284320001
Plan sponsor
Bruce Gendelman Co., Inc.
EIN
39-1449275
Plan number
001
Location
West Palm Beach, FL
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)$10.3M total assets
Net assets$10.3MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$536.6K
Benefits paid / distributions$536.3K
Contributions
Employer$65.9K
Participant$457.9K
Full reported line items
Total assets (EOY)
$10,296,479
Total liabilities (EOY)
$0
Net assets (EOY)
$10,296,479
Employer contributions
$65,892
Participant contributions
$457,863
Total income / additions
$2,417,812
Benefits paid
$536,319
Administrative expenses
$300
Total expenses
$536,619
Net increase / (decrease)
$1,881,193

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240820094816NAL0004284320001 cover?
It is the 2023 Form 5500 filing for Bruce Gendelman Co., Inc. 401(K) Plan, reported by Bruce Gendelman Co., Inc. (EIN 39-1449275).
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