How many benefit plans does Shulman Rogers Gandal Pordy & Ecker P A report on Form 5500?

Shulman Rogers Gandal Pordy & Ecker P A (EIN 52-1008944) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Shulman Rogers Gandal Pordy & Ecker P A?

The Employer Identification Number (EIN) reported for Shulman Rogers Gandal Pordy & Ecker P A is 52-1008944.

What is the latest Form 5500 filing year for Shulman Rogers Gandal Pordy & Ecker P A?

The latest loaded Form 5500 filing year for Shulman Rogers Gandal Pordy & Ecker P A is 2023.

Shulman Rogers Gandal Pordy & Ecker P A — 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, Shulman Rogers Gandal Pordy & Ecker P A (EIN 52-1008944) is a plan sponsor located in Potomac, MD 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: 52-1008944
Location: Potomac, MD
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $107,819,837
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $107,819,837

Contributions & income

Employer contributions: $2,533,201
Participant contributions: $2,267,112
Total income / additions: $20,914,670

Expenses & distributions

Benefits paid / distributions: $4,020,284
Total expenses: $4,092,549
Net increase / (decrease): $16,822,121

Coverage

Total reported participants: 422
Plans with financial statements: 1
Plans with provider compensation: 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.

Largest loaded plans by reported assets

Shulman Rogers Gandal Pordy & Ecker P A plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Shulman, Rogers, Gandal, Pordy & Ecker, P.A. Retirement Plan	001	274	$107,819,837	2023
Shulman, Rogers, Gandal, Pordy & Ecker, P.A. Welfare Benefit Plan	502	148	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Shulman Rogers Gandal Pordy & Ecker P A
Year	Plan	Participants	Schedules	Filing
2023	Shulman, Rogers, Gandal, Pordy & Ecker, P.A. Welfare Benefit Plan	148	—	20240618150601NAL0001996435001
2023	Shulman, Rogers, Gandal, Pordy & Ecker, P.A. Retirement Plan	274	H, C	20240919141408NAL0003611315001