Geller & Company LLC 401(K) Plan — Form 5500 plan (Geller & Company LLC)
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, Geller & Company LLC 401(K) Plan is a benefit plan reported by Geller & Company LLC under EIN 13-4149326 and plan number 001. The latest loaded filing year is 2023. The filing reports 603 participants and $103,986,304 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Geller & Company LLC
- EIN
- 13-4149326
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 603
- End-of-year plan assets
- $103,986,304
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 603 | H, C | 20240808072153NAL0002692147002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,986,304
- Net assets (EOY)
- $103,986,304
- Net assets (BOY)
- $94,185,183
Income & contributions
- Employer contributions
- $2,091,394
- Participant contributions
- $4,216,057
- Total contributions
- $6,738,091
- Total income / additions
- $23,788,067
Expenses & distributions
- Benefits paid
- $13,939,505
- Administrative expenses
- $47,441
- Total expenses
- $13,986,946
- Net increase / (decrease)
- $9,801,121
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Service, Inc | NONE | $42,841 | not reported in the loaded dataset | 2023 |