Plan5500

Gelfand, Rennert & Feldman 401(K) Profit Sharing Plan — Form 5500 plan (Gelfand, Rennert & Feldman, 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, Gelfand, Rennert & Feldman 401(K) Profit Sharing Plan is a benefit plan reported by Gelfand, Rennert & Feldman, LLC under EIN 81-5179315 and plan number 001. The latest loaded filing year is 2023. The filing reports 721 participants and $78,112,563 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gelfand, Rennert & Feldman, LLC
EIN
81-5179315
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
721
End-of-year plan assets
$78,112,563

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023721H, C20241018124348NAL0034176193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$78,112,563
Total liabilities (EOY)
$0
Net assets (EOY)
$78,112,563
Net assets (BOY)
$63,690,944

Income & contributions

Employer contributions
$1,425,974
Participant contributions
$4,000,220
Total contributions
$5,597,460
Total income / additions
$16,614,727

Expenses & distributions

Benefits paid
$2,108,723
Administrative expenses
$84,385
Total expenses
$2,193,108
Net increase / (decrease)
$14,421,619

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits Group, LLCN/A$51,527not reported in the loaded dataset2023
Sentinel Pension AdvisorsN/A$22,000not reported in the loaded dataset2023
Fidelity Personal Trust CompanyN/A$10,858not reported in the loaded dataset2023

Related Form 5500 pages