The Gehr Group Inc. 401(K) Profit Sharing Plan — Form 5500 plan (The Gehr Group, 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, The Gehr Group Inc. 401(K) Profit Sharing Plan is a benefit plan reported by The Gehr Group, Inc. under EIN 80-0822974 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $14,786,593 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Gehr Group, Inc.
- EIN
- 80-0822974
- Plan number
- 001
- Plan type
- 2
- Location
- Commerce, CA
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $14,786,593
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20241015121624NAL0047842192001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,786,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,786,593
- Net assets (BOY)
- $12,494,967
Income & contributions
- Employer contributions
- $1,272,027
- Participant contributions
- $826,399
- Total contributions
- $2,124,397
- Total income / additions
- $3,543,067
Expenses & distributions
- Benefits paid
- $1,232,012
- Administrative expenses
- $19,429
- Total expenses
- $1,251,441
- Net increase / (decrease)
- $2,291,626
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pasadena Private Wealth LLC | INVESTMENT ADVISOR | $37,738 | not reported in the loaded dataset | 2023 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $12,435 | $0 | 2023 |
| Cbiz Retirement Plan Services, Inc. | TPA | $7,215 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Gehr Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Commerce, CA
- Pasadena Private Wealth LLC — Schedule C compensation
- Transamerica Financial Life Insuran — Schedule C compensation
- Cbiz Retirement Plan Services, Inc. — Schedule C compensation