2023 Form 5500 filing — Gelfand, Rennert & Feldman 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 20241018124348NAL0034176193001) for Gelfand, Rennert & Feldman 401(K) Profit Sharing Plan, reported by Gelfand, Rennert & Feldman, LLC under EIN 81-5179315 and plan number 001. It reports 721 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241018124348NAL0034176193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gelfand, Rennert & Feldman, LLC
- EIN
- 81-5179315
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 721
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,112,563
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,112,563
- Employer contributions
- $1,425,974
- Participant contributions
- $4,000,220
- Total income / additions
- $16,614,727
- Benefits paid
- $2,108,723
- Administrative expenses
- $84,385
- Total expenses
- $2,193,108
- Net increase / (decrease)
- $14,421,619
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, LLC | N/A | $51,527 | not reported in the loaded dataset |
| Sentinel Pension Advisors | N/A | $22,000 | not reported in the loaded dataset |
| Fidelity Personal Trust Company | N/A | $10,858 | not reported in the loaded dataset |