How many benefit plans does Gabriel, Roeder, Smith & Company Holdings, Inc. report on Form 5500?

Gabriel, Roeder, Smith & Company Holdings, Inc. (EIN 47-5435846) reports 4 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Gabriel, Roeder, Smith & Company Holdings, Inc.?

The Employer Identification Number (EIN) reported for Gabriel, Roeder, Smith & Company Holdings, Inc. is 47-5435846.

What is the latest Form 5500 filing year for Gabriel, Roeder, Smith & Company Holdings, Inc.?

The latest loaded Form 5500 filing year for Gabriel, Roeder, Smith & Company Holdings, Inc. is 2023.

Gabriel, Roeder, Smith & Company Holdings, 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, Gabriel, Roeder, Smith & Company Holdings, Inc. (EIN 47-5435846) is a plan sponsor located in Southfield, MI with 4 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: 47-5435846
Location: Southfield, MI
Loaded plans: 4
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 Gabriel, Roeder, Smith & Company Holdings, Inc.

4 loaded plans hold $122.5M in reported assets.
The largest, Gabriel, Roeder, Smith & Company Holdings, Inc. Savings And Thrift Plan, holds 57% of this company's reported plan assets.
Plans cover 617 reported participants.
3 of 4 plans report full financial statements.
2 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$122.5MSummed across loaded plans$122,516,391

Total reported assets$122.5M$122,516,391

Total reported participants617

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$122.5M total assets

Net assets$122.5MLiabilities$0

Contributions & income

Employer contributions$1.8M

Participant contributions$2.1M

Total income / additions$23.9M

Expenses & distributions

Benefits paid / distributions$9M

Total expenses$9.1M

Net increase / (decrease)$14.7M

Data coverage

Plans with financial statements3 / 4 (75%)

Plans with provider compensation2 / 4 (50%)

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 assets57%Gabriel, Roeder, Smith & Company Holdings, Inc. Savings And Thrift Plan

Participants per plan154Average across loaded plans

Loaded plans4

Ranked by reported assets

Largest loaded plans

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

1
Gabriel, Roeder, Smith & Company Holdings, Inc. Savings And Thrift Plan$69.5M
Plan #003 · 168 participants · 2023
2
Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan$39.1M
Plan #004 · 193 participants · 2023
3
Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan$13.9M
Plan #002 · 110 participants · 2023
4
Gabriel, Roeder, Smith & Company Holdings, Inc. Health Insurance Plannot reported in the loaded dataset
Plan #511 · 146 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 Gabriel, Roeder, Smith & Company Holdings, Inc.. Open one for its full reported snapshot.

2023
Gabriel, Roeder, Smith & Company Holdings, Inc. Health Insurance Plan146 participants · 2No schedules
View filing →
2023
Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan110 participants · 2Sch HSch C
View filing →
2023
Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan193 participants · 2Sch H
View filing →
2023
Gabriel, Roeder, Smith & Company Holdings, Inc. Savings And Thrift Plan168 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Gabriel, Roeder, Smith & Company Holdings, Inc. report on Form 5500?: Gabriel, Roeder, Smith & Company Holdings, Inc. (EIN 47-5435846) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Gabriel, Roeder, Smith & Company Holdings, Inc.?: The Employer Identification Number (EIN) reported for Gabriel, Roeder, Smith & Company Holdings, Inc. is 47-5435846.
What is the latest Form 5500 filing year for Gabriel, Roeder, Smith & Company Holdings, Inc.?: The latest loaded Form 5500 filing year for Gabriel, Roeder, Smith & Company Holdings, Inc. is 2023.