Gelber Group 401(K) Plan — Form 5500 plan (Gelber 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, Gelber Group 401(K) Plan is a benefit plan reported by Gelber Group, LLC under EIN 36-4330915 and plan number 002. The latest loaded filing year is 2023. The filing reports 272 participants and $39,879,050 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gelber Group, LLC
EIN
36-4330915
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
272
End-of-year plan assets
$39,879,050

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023272H, C20241010104817NAL0033842864001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,879,050
Total liabilities (EOY)
$0
Net assets (EOY)
$39,879,050
Net assets (BOY)
$32,194,966

Income & contributions

Employer contributions
$130,825
Participant contributions
$3,257,238
Total contributions
$3,391,460
Total income / additions
$9,352,568

Expenses & distributions

Benefits paid
$1,585,310
Administrative expenses
$83,174
Total expenses
$1,668,484
Net increase / (decrease)
$7,684,084

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Strategies Investment GrouINVESTMENT ADVISOR$40,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$34,674$02023
Dufek & Company, LLCACCOUNTANT/AUDITOR$8,500not reported in the loaded dataset2023

Related Form 5500 pages