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, Shulman, Rogers, Gandal, Pordy & Ecker, P.A. Retirement Plan is a benefit plan reported by Shulman Rogers Gandal Pordy & Ecker P A under EIN 52-1008944 and plan number 001. The latest loaded filing year is 2023. The filing reports 274 participants and $107,819,837 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $107,819,837
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $107,819,837
- Net assets (BOY)
- $90,997,716
Income & contributions
- Employer contributions
- $2,533,201
- Participant contributions
- $2,267,112
- Total contributions
- $5,503,168
- Total income / additions
- $20,914,670
Expenses & distributions
- Benefits paid
- $4,020,284
- Administrative expenses
- $72,265
- Total expenses
- $4,092,549
- Net increase / (decrease)
- $16,822,121