Gershman Investment Corp. Employees Savings Trust — Form 5500 plan (Gershman Investment Corp.)
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, Gershman Investment Corp. Employees Savings Trust is a benefit plan reported by Gershman Investment Corp. under EIN 43-0710608 and plan number 001. The latest loaded filing year is 2023. The filing reports 377 participants and $27,066,109 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gershman Investment Corp.
- EIN
- 43-0710608
- Plan number
- 001
- Plan type
- 2
- Location
- Chesterfield, MO
- Latest filing year
- 2023
- Participants
- 377
- End-of-year plan assets
- $27,066,109
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 377 | H, C | 20240906064235NAL0000503971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,066,109
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,066,109
- Net assets (BOY)
- $31,124,640
Income & contributions
- Employer contributions
- $524,502
- Participant contributions
- $1,836,451
- Total contributions
- $2,433,085
- Total income / additions
- $6,775,579
Expenses & distributions
- Benefits paid
- $2,886,629
- Administrative expenses
- $126,986
- Total expenses
- $3,013,615
- Net increase / (decrease)
- $3,761,964
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $59,345 | not reported in the loaded dataset | 2023 |
| Moneta Group LLC | NONE | $48,641 | not reported in the loaded dataset | 2023 |
| Rubin Brown Llp | NONE | $19,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $10,830 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gershman Investment Corp.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Chesterfield, MO
- Epic Retirement Plan Services — Schedule C compensation
- Moneta Group LLC — Schedule C compensation
- Rubin Brown Llp — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation