2023 Form 5500 filing — Gelfand, Rennert & Feldman Profit Sharing 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 20241015180900NAL0030584337001) for Gelfand, Rennert & Feldman Profit Sharing Plan, reported by Gelfand, Rennert & Feldman, LLC under EIN 81-5179315 and plan number 002. It reports 348 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.9MReported net assets$12,900,241
Participants348
Provider compensation$18K1 Schedule C row(s)$17,978
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015180900NAL0030584337001
- Plan sponsor
- Gelfand, Rennert & Feldman, LLC
- EIN
- 81-5179315
- Plan number
- 002
- Location
- Los Angeles, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.9M total assets
Net assets$12.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,900,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,900,241
- Employer contributions
- $926,012
- Total income / additions
- $2,619,817
- Benefits paid
- $169,418
- Administrative expenses
- $24,068
- Total expenses
- $193,486
- Net increase / (decrease)
- $2,426,331
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, LLC | N/A | $17,978 | not reported in the loaded dataset |