2023 Form 5500 filing — Gershman, Brickner & Bratton, Inc. New Comparability 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 20241010082855NAL0020688849001) for Gershman, Brickner & Bratton, Inc. New Comparability 401(K) Plan, reported by Gershman, Brickner & Bratton, Inc. under EIN 52-1189668 and plan number 001. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,695,989
Participants23
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241010082855NAL0020688849001
Plan sponsor
Gershman, Brickner & Bratton, Inc.
EIN
52-1189668
Plan number
001
Location
Mclean, VA
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)$1.7M total assets
Net assets$1.7MLiabilities$0
Money in vs. money out
Total income / additions$454.6K
Total expenses$390.8K
Benefits paid / distributions$388.6K
Contributions
Employer$81.1K
Participant$93K
Full reported line items
Total assets (EOY)
$1,695,989
Total liabilities (EOY)
$0
Net assets (EOY)
$1,695,989
Employer contributions
$81,095
Participant contributions
$92,977
Total income / additions
$454,580
Benefits paid
$388,633
Administrative expenses
$2,142
Total expenses
$390,775
Net increase / (decrease)
$63,805

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010082855NAL0020688849001 cover?
It is the 2023 Form 5500 filing for Gershman, Brickner & Bratton, Inc. New Comparability 401(K) Plan, reported by Gershman, Brickner & Bratton, Inc. (EIN 52-1189668).
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