2023 Form 5500 filing — Gershman Investment Corp. Employees Savings Trust
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 20240906064235NAL0000503971001) for Gershman Investment Corp. Employees Savings Trust, reported by Gershman Investment Corp. under EIN 43-0710608 and plan number 001. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906064235NAL0000503971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gershman Investment Corp.
- EIN
- 43-0710608
- Plan number
- 001
- Location
- Chesterfield, MO
- Participants
- 377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,066,109
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,066,109
- Employer contributions
- $524,502
- Participant contributions
- $1,836,451
- Total income / additions
- $6,775,579
- Benefits paid
- $2,886,629
- Administrative expenses
- $126,986
- Total expenses
- $3,013,615
- Net increase / (decrease)
- $3,761,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $59,345 | not reported in the loaded dataset |
| Moneta Group LLC | NONE | $48,641 | not reported in the loaded dataset |
| Rubin Brown Llp | NONE | $19,000 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $10,830 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |