Eraclides, Gelman, Hall & Indek 401(K) Plan — Form 5500 plan (Eraclides, Gelman, Hall & Indek, P.A.)

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, Eraclides, Gelman, Hall & Indek 401(K) Plan is a benefit plan reported by Eraclides, Gelman, Hall & Indek, P.A. under EIN 20-3739348 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $17,563,697 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eraclides, Gelman, Hall & Indek, P.A.
EIN
20-3739348
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
197
End-of-year plan assets
$17,563,697

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023197H, C20240911200339NAL0012674944001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,563,697
Total liabilities (EOY)
$0
Net assets (EOY)
$17,563,697
Net assets (BOY)
$13,843,926

Income & contributions

Employer contributions
$447,642
Participant contributions
$915,681
Total contributions
$1,378,598
Total income / additions
$3,897,757

Expenses & distributions

Benefits paid
$105,214
Administrative expenses
$72,772
Total expenses
$177,986
Net increase / (decrease)
$3,719,771

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley DomesticREGISTERED INVESTMENT AD$29,766not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$1,371$02023

Related Form 5500 pages