Gerent, LLC 401(K) Plan — Form 5500 plan (Gerent, 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, Gerent, LLC 401(K) Plan is a benefit plan reported by Gerent, LLC under EIN 26-1915445 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $6,246,268 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gerent, LLC
EIN
26-1915445
Plan number
001
Plan type
2
Location
Herndon, VA
Latest filing year
2023
Participants
240
End-of-year plan assets
$6,246,268

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023240H, C20240725051927NAL0007997971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,246,268
Total liabilities (EOY)
$0
Net assets (EOY)
$6,246,268
Net assets (BOY)
$3,338,753

Income & contributions

Employer contributions
$798,150
Participant contributions
$1,706,132
Total contributions
$2,724,402
Total income / additions
$3,600,697

Expenses & distributions

Benefits paid
$649,701
Administrative expenses
$39,099
Total expenses
$693,182
Net increase / (decrease)
$2,907,515

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$20,559$02023
Eagle Strategies LLCINVESTMENT/FINANCIAL ADVI$10,965$02023
New York Life Insurance CompanyINVESTMENT/FINANCIAL ADVI$7,575$02023

Related Form 5500 pages