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, Allan Gerke & Sons, Inc. 401(K) Plan is a benefit plan reported by Allan Gerke & Sons, Inc. under EIN 39-1244145 and plan number 001. The latest loaded filing year is 2023. The filing reports 445 participants and $9,947,774 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,947,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,947,774
- Net assets (BOY)
- $8,502,042
Income & contributions
- Employer contributions
- $482,070
- Participant contributions
- $629,573
- Total contributions
- $1,158,473
- Total income / additions
- $2,342,705
Expenses & distributions
- Benefits paid
- $838,991
- Administrative expenses
- $57,982
- Total expenses
- $896,973
- Net increase / (decrease)
- $1,445,732