Plan5500

A. Gary Shilling And Company, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, A. Gary Shilling And Company, Inc. (EIN 13-2948350) is a plan sponsor located in Springfield, NJ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-2948350
Location
Springfield, NJ
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for A. Gary Shilling And Company, Inc.

  • 1 loaded plans hold $5.4M in reported assets.
  • The largest, A. Gary Shilling And Company, Inc. 401(K) Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 9 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.4MSummed across loaded plans$5,398,842
Total reported assets$5.4M$5,398,842
Total reported participants9
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.4M total assets
Net assets$5.4MLiabilities$0
Contributions & income
Employer contributions$40.9K
Participant contributions$53.2K
Total income / additions$702K
Expenses & distributions
Benefits paid / distributions$204K
Total expenses$204K
Net increase / (decrease)$498K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%A. Gary Shilling And Company, Inc. 401(K) Profit Sharing Plan And Trust
Participants per plan9Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    A. Gary Shilling And Company, Inc. 401(K) Profit Sharing Plan And Trust$5.4M
    Plan #001 · 9 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for A. Gary Shilling And Company, Inc.. Open one for its full reported snapshot.

  1. 2023
    A. Gary Shilling And Company, Inc. 401(K) Profit Sharing Plan And Trust9 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does A. Gary Shilling And Company, Inc. report on Form 5500?
A. Gary Shilling And Company, Inc. (EIN 13-2948350) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for A. Gary Shilling And Company, Inc.?
The Employer Identification Number (EIN) reported for A. Gary Shilling And Company, Inc. is 13-2948350.
What is the latest Form 5500 filing year for A. Gary Shilling And Company, Inc.?
The latest loaded Form 5500 filing year for A. Gary Shilling And Company, Inc. is 2023.

Related Form 5500 pages