Germer Pllc 401(K) Plan — Form 5500 plan (Germer Pllc)
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, Germer Pllc 401(K) Plan is a benefit plan reported by Germer Pllc under EIN 76-0445148 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $37,837,967 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Germer Pllc
- EIN
- 76-0445148
- Plan number
- 001
- Plan type
- 2
- Location
- Beaumont, TX
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $37,837,967
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20240913114459NAL0019639490001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,837,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,837,967
- Net assets (BOY)
- $31,230,231
Income & contributions
- Employer contributions
- $949,660
- Participant contributions
- $1,760,851
- Total contributions
- $2,765,180
- Total income / additions
- $8,342,168
Expenses & distributions
- Benefits paid
- $1,681,703
- Administrative expenses
- $46,262
- Total expenses
- $1,734,432
- Net increase / (decrease)
- $6,607,736
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Beaumont Asset Management LLC | ADVISOR | $43,794 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,743 | $0 | 2023 |