Gersh Autism 401(K) Plan — Form 5500 plan (Gersh Academy, Inc. & All Control Group Companies)

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, Gersh Autism 401(K) Plan is a benefit plan reported by Gersh Academy, Inc. & All Control Group Companies under EIN 20-1774665 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $1,585,303 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gersh Academy, Inc. & All Control Group Companies
EIN
20-1774665
Plan number
001
Plan type
2
Location
Huntington, NY
Latest filing year
2023
Participants
283
End-of-year plan assets
$1,585,303

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023283H, C20241015165034NAL0030402177002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,585,303
Net assets (EOY)
$1,585,303
Net assets (BOY)
$0

Income & contributions

Employer contributions
$19,216
Participant contributions
$204,117
Total contributions
$242,523
Total income / additions
$391,996

Expenses & distributions

Benefits paid
$495,654
Administrative expenses
$6,146
Total expenses
$501,800
Net increase / (decrease)
-$109,804

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$6,146$02023

Related Form 5500 pages