2023 Form 5500 filing — Geller & Company LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240808072153NAL0002692147002) for Geller & Company LLC 401(K) Plan, reported by Geller & Company LLC under EIN 13-4149326 and plan number 001. It reports 603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808072153NAL0002692147002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Geller & Company LLC
- EIN
- 13-4149326
- Plan number
- 001
- Location
- New York, NY
- Participants
- 603
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,986,304
- Net assets (EOY)
- $103,986,304
- Employer contributions
- $2,091,394
- Participant contributions
- $4,216,057
- Total income / additions
- $23,788,067
- Benefits paid
- $13,939,505
- Administrative expenses
- $47,441
- Total expenses
- $13,986,946
- Net increase / (decrease)
- $9,801,121
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Service, Inc | NONE | $42,841 | not reported in the loaded dataset |