2023 Form 5500 filing — The Gehr Group Inc. 401(K) Profit Sharing 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 20241015121624NAL0047842192001) for The Gehr Group Inc. 401(K) Profit Sharing Plan, reported by The Gehr Group, Inc. under EIN 80-0822974 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121624NAL0047842192001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Gehr Group, Inc.
- EIN
- 80-0822974
- Plan number
- 001
- Location
- Commerce, CA
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,786,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,786,593
- Employer contributions
- $1,272,027
- Participant contributions
- $826,399
- Total income / additions
- $3,543,067
- Benefits paid
- $1,232,012
- Administrative expenses
- $19,429
- Total expenses
- $1,251,441
- Net increase / (decrease)
- $2,291,626
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pasadena Private Wealth LLC | INVESTMENT ADVISOR | $37,738 | not reported in the loaded dataset |
| Transamerica Financial Life Insuran | RECORDKEEPER | $12,435 | $0 |
| Cbiz Retirement Plan Services, Inc. | TPA | $7,215 | $0 |