2023 Form 5500 filing — Gersh Agency 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 20241015160820NAL0048830176001) for Gersh Agency 401(K) Plan, reported by The Gersh Agency under EIN 95-1656028 and plan number 003. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160820NAL0048830176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Gersh Agency
- EIN
- 95-1656028
- Plan number
- 003
- Location
- Beverly Hills, CA
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,423,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,423,031
- Employer contributions
- $0
- Participant contributions
- $1,743,107
- Total income / additions
- $5,612,086
- Benefits paid
- $2,165,395
- Administrative expenses
- $69,479
- Total expenses
- $2,234,874
- Net increase / (decrease)
- $3,377,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $45,732 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $23,747 | $0 |