Gelfand, Rennert & Feldman, LLC — 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, Gelfand, Rennert & Feldman, LLC (EIN 81-5179315) is a plan sponsor located in Los Angeles, CA with 2 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
81-5179315
Location
Los Angeles, CA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$91,012,804
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$91,012,804

Contributions & income

Employer contributions
$2,351,986
Participant contributions
$4,000,220
Total income / additions
$19,234,544

Expenses & distributions

Benefits paid / distributions
$2,278,141
Total expenses
$2,386,594
Net increase / (decrease)
$16,847,950

Coverage

Total reported participants
1,648
Plans with financial statements
2
Plans with provider compensation
2

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

Gelfand, Rennert & Feldman, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Gelfand, Rennert & Feldman 401(K) Profit Sharing Plan001721$78,112,5632023
Gelfand, Rennert & Feldman Profit Sharing Plan002348$12,900,2412023
Gelfand, Rennert And Feldman, LLC Group Benefit Plan501579not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Gelfand, Rennert & Feldman, LLC
YearPlanParticipantsSchedulesFiling
2023Gelfand, Rennert And Feldman, LLC Group Benefit Plan57920240829094239NAL0006359475001
2023Gelfand, Rennert & Feldman Profit Sharing Plan348H, C20241015180900NAL0030584337001
2023Gelfand, Rennert & Feldman 401(K) Profit Sharing Plan721H, C20241018124348NAL0034176193001

Related Form 5500 pages