Gelfand, Rennert & Feldman 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 Profit Sharing Plan is a benefit plan reported by Gelfand, Rennert & Feldman, LLC under EIN 81-5179315 and plan number 002. The latest loaded filing year is 2023. The filing reports 348 participants and $12,900,241 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.9MPlan net assets, end of year$12,900,241
Participants348Covered participants reported
Assets / participant$37.1KComputed: assets ÷ participants$37,070 (computed)
Provider compensation$18K1 Schedule C provider row(s)$17,978
- Plan sponsor
- Gelfand, Rennert & Feldman, LLC
- EIN
- 81-5179315
- Plan number
- 002
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 348 | H, C | 20241015180900NAL0030584337001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$12.9M total assets
Net assets$12.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $12,900,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,900,241
- Net assets (BOY)
- $10,473,910
Income & contributions
- Employer contributions
- $926,012
- Total contributions
- $926,012
- Total income / additions
- $2,619,817
Expenses & distributions
- Benefits paid
- $169,418
- Administrative expenses
- $24,068
- Total expenses
- $193,486
- Net increase / (decrease)
- $2,426,331
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income6%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Benefits Group, LLC | N/A | $17,978 | not reported in the loaded dataset | 2023 |