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, Gelman, Rosenberg & Freedman, Pc Profit Sharing Plan And Trust is a benefit plan reported by Gelman, Rosenberg & Freedman, Pc under EIN 52-1392008 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $30,820,961 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,820,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,820,961
- Net assets (BOY)
- $23,468,331
Income & contributions
- Employer contributions
- $958,373
- Participant contributions
- $1,770,995
- Total contributions
- $3,101,026
- Total income / additions
- $8,120,083
Expenses & distributions
- Benefits paid
- $704,099
- Administrative expenses
- $63,354
- Total expenses
- $767,453
- Net increase / (decrease)
- $7,352,630