Gold Gerstein Group, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Gold Gerstein Group, 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, Gold Gerstein Group, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Gold Gerstein Group, LLC under EIN 26-3584493 and plan number 001. The latest loaded filing year is 2023. The filing reports 62 participants and $30,701,260 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gold Gerstein Group, LLC
- EIN
- 26-3584493
- Plan number
- 001
- Plan type
- 2
- Location
- Moorestown, NJ
- Latest filing year
- 2023
- Participants
- 62
- End-of-year plan assets
- $30,701,260
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 62 | I | 20240926123855NAL0000426851003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $30,701,260
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,701,260
- Net assets (BOY)
- $29,918,123
Income & contributions
- Employer contributions
- $160,596
- Participant contributions
- $283,506
- Total income / additions
- $4,602,971
Expenses & distributions
- Benefits paid
- $3,771,409
- Administrative expenses
- $48,425
- Total expenses
- $3,819,834
- Net increase / (decrease)
- $783,137
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.