Gettry Marcus Cpa, P.C. 401(K) Plan — Form 5500 plan (Gettry Marcus Cpa, P.C.)
Plain-English plan 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, Gettry Marcus Cpa, P.C. 401(K) Plan is a benefit plan reported by Gettry Marcus Cpa, P.C. under EIN 13-3418879 and plan number 002. The latest loaded filing year is 2023. The filing reports 140 participants and $10,363,649 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gettry Marcus Cpa, P.C.
- EIN
- 13-3418879
- Plan number
- 002
- Plan type
- 2
- Location
- Woodbury, NY
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $10,363,649
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241002122310NAL0008253489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,363,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,363,649
- Net assets (BOY)
- $9,580,196
Income & contributions
- Employer contributions
- $93,319
- Participant contributions
- $716,505
- Total contributions
- $809,824
- Total income / additions
- $2,426,988
Expenses & distributions
- Benefits paid
- $338,100
- Administrative expenses
- $20,070
- Total expenses
- $358,170
- Net increase / (decrease)
- $2,068,818
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fusion Family Wealth, LLC | INVESTMENT ADVISOR | $18,783 | not reported in the loaded dataset | 2023 |
| The Wolf Pension Group, LLC | CONTRACT ADMIN | $849 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $463 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gettry Marcus Cpa, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Woodbury, NY
- Fusion Family Wealth, LLC — Schedule C compensation
- The Wolf Pension Group, LLC — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation