2023 Form 5500 filing — Gettry Marcus Cpa, P.C. 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 20241002122310NAL0008253489001) for Gettry Marcus Cpa, P.C. 401(K) Plan, reported by Gettry Marcus Cpa, P.C. under EIN 13-3418879 and plan number 002. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002122310NAL0008253489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gettry Marcus Cpa, P.C.
- EIN
- 13-3418879
- Plan number
- 002
- Location
- Woodbury, NY
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,363,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,363,649
- Employer contributions
- $93,319
- Participant contributions
- $716,505
- Total income / additions
- $2,426,988
- Benefits paid
- $338,100
- Administrative expenses
- $20,070
- Total expenses
- $358,170
- Net increase / (decrease)
- $2,068,818
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fusion Family Wealth, LLC | INVESTMENT ADVISOR | $18,783 | not reported in the loaded dataset |
| The Wolf Pension Group, LLC | CONTRACT ADMIN | $849 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $463 | not reported in the loaded dataset |