2023 Form 5500 filing — The Gerber Foundation Sec 401(K)

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 20241001134506NAL0006864801001) for The Gerber Foundation Sec 401(K), reported by The Gerber Foundation under EIN 38-6068090 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$142.3KReported net assets$142,291
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241001134506NAL0006864801001
Plan sponsor
The Gerber Foundation
EIN
38-6068090
Plan number
001
Location
Fremont, MI
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)$142.3K total assets
Net assets$142.3KLiabilities
Money in vs. money out
Total income / additions$177.8K
Total expenses$669.9K
Benefits paid / distributions$669.9K
Contributions
Employer$15.6K
Participant$7.8K
Full reported line items
Total assets (EOY)
$142,291
Net assets (EOY)
$142,291
Employer contributions
$15,619
Participant contributions
$7,769
Total income / additions
$177,801
Benefits paid
$669,937
Total expenses
$669,937
Net increase / (decrease)
-$492,136

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001134506NAL0006864801001 cover?
It is the 2023 Form 5500 filing for The Gerber Foundation Sec 401(K), reported by The Gerber Foundation (EIN 38-6068090).
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