Gelber And O'Connell, LLC 401k Profit Sharing Plan — Form 5500 plan (Gelber And O'Connell, LLC)
Plain-English plan 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, Gelber And O'Connell, LLC 401k Profit Sharing Plan is a benefit plan reported by Gelber And O'Connell, LLC under EIN 16-1588864 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,566,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gelber And O'Connell, LLC
- EIN
- 16-1588864
- Plan number
- 001
- Plan type
- 2
- Location
- Getzville, NY
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $1,566,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240716131650NAL0003133649001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,566,700
- Net assets (EOY)
- $1,566,700
- Net assets (BOY)
- $1,231,116
Income & contributions
- Employer contributions
- $36,351
- Participant contributions
- $75,110
- Total income / additions
- $350,388
Expenses & distributions
- Benefits paid
- $4,479
- Administrative expenses
- $10,325
- Total expenses
- $14,804
- Net increase / (decrease)
- $335,584
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.