Gehlmeyer & Gehlmeyer P.C. Retirement Trust - Profit Sharing Plan — Form 5500 plan (Gehlmeyer & Company, 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, Gehlmeyer & Gehlmeyer P.C. Retirement Trust - Profit Sharing Plan is a benefit plan reported by Gehlmeyer & Company, Cpa, P.C. under EIN 20-3866730 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $5,585,292 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gehlmeyer & Company, Cpa, P.C.
- EIN
- 20-3866730
- Plan number
- 002
- Plan type
- 2
- Location
- Glen Head, NY
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $5,585,292
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241004111506NAL0006636723002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,585,292
- Net assets (EOY)
- $5,585,292
- Net assets (BOY)
- $4,829,632
Income & contributions
- Total income / additions
- $1,110,976
Expenses & distributions
- Benefits paid
- $335,000
- Administrative expenses
- $18,638
- Total expenses
- $355,316
- Net increase / (decrease)
- $755,660
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.