Plan5500

Gerson & Assoc. Cpas And Advisors — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Gerson & Assoc. Cpas And Advisors is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $213,708 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$213.7KDirect + indirect, across loaded filings$213,708
Plans served5
Plan sponsors5
Filings5
Direct vs. indirect compensation
Direct compensation$213.7K
Indirect compensationNot reported

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation33%Plumbers Local 9 Pension Fund
Top state share of plans100%NJ
Plan sponsors served5
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Gerson & Assoc. Cpas And Advisors. Bars show relative scale.

  1. 1
    Plumbers Local 9 Pension Fund$71.1K
    NJ · 1 plan(s)
  2. 2
    Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees$52.9K
    NJ · 1 plan(s)
  3. 3
    Ibew Local Union No 102 Surety Plan Board Of Trustees$45.7K
    NJ · 1 plan(s)
  4. 4
    Ibew Local Union No 351 Welfare And Supplemental Fund$25K
    NJ · 1 plan(s)
  5. 5
    Joint Board Of Trustees Local 2066$19K
    NJ · 1 plan(s)
Geographic reach

State footprint

Where Gerson & Assoc. Cpas And Advisors appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    NJ5 plan(s)
Geographic reach

City footprint

Cities where plans reporting Gerson & Assoc. Cpas And Advisors are sponsored, by plan count.

  1. 1
    Parsippany, NJ3 plan(s)
  2. 2
    West Trenton, NJ2 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Plumbers Local 9 Pension Plan$71.1K
    Plumbers Local 9 Pension Fund, NJ · Direct $71.1K · 2023
  2. 2
    Joint Pension Fund Of Local Union No 102$52.9K
    Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees, NJ · Direct $52.9K · 2023
  3. 3
    Ibew Local Union No 102 Surety Plan$45.7K
    Ibew Local Union No 102 Surety Plan Board Of Trustees, NJ · Direct $45.7K · 2023
  4. 4
    Ibew Local Union No 351 Welfare And Supplemental Fund$25K
    Ibew Local Union No 351 Welfare And Supplemental Fund, NJ · Direct $25K · 2023
  5. 5
    Local 2066 Pension Fund$19K
    Joint Board Of Trustees Local 2066, NJ · Direct $19K · 2023

Related Form 5500 pages