Gerken Retirement Savings Plan — Form 5500 plan (Gerken Materials, Inc.)
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, Gerken Retirement Savings Plan is a benefit plan reported by Gerken Materials, Inc. under EIN 34-4478444 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $31,434,771 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gerken Materials, Inc.
- EIN
- 34-4478444
- Plan number
- 001
- Plan type
- 2
- Location
- Napoleon, OH
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $31,434,771
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20240912133601NAL0005195667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,434,771
- Net assets (EOY)
- $31,434,771
- Net assets (BOY)
- $18,779,882
Income & contributions
- Employer contributions
- $864,519
- Participant contributions
- $1,515,487
- Total contributions
- $2,508,082
- Total income / additions
- $6,568,322
Expenses & distributions
- Benefits paid
- $3,948,436
- Administrative expenses
- $19,052
- Total expenses
- $3,967,488
- Net increase / (decrease)
- $2,600,834
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC - Rpcp | BROKER | $44,872 | not reported in the loaded dataset | 2023 |
| Millennium Investment | AUTOMATIC IRA ROLLOVER PR | $9,583 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | PLAN RECORDKEEPER | $3,656 | not reported in the loaded dataset | 2023 |
| Northstar Fiduciary Partners | BROKER | $2,057 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gerken Materials, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Napoleon, OH
- Lpl Financial LLC - Rpcp — Schedule C compensation
- Millennium Investment — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Northstar Fiduciary Partners — Schedule C compensation