Ghertner & Company 401(K) Profit Sharing Plan — Form 5500 plan (Ghertner & Company)
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, Ghertner & Company 401(K) Profit Sharing Plan is a benefit plan reported by Ghertner & Company under EIN 62-0990117 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $7,920,808 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ghertner & Company
- EIN
- 62-0990117
- Plan number
- 001
- Plan type
- 3
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $7,920,808
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20241015134034NAL0016512563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,920,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,920,808
- Net assets (BOY)
- $6,976,714
Income & contributions
- Employer contributions
- $70,659
- Participant contributions
- $631,998
- Total contributions
- $705,802
- Total income / additions
- $1,959,575
Expenses & distributions
- Benefits paid
- $939,490
- Administrative expenses
- $75,991
- Total expenses
- $1,015,481
- Net increase / (decrease)
- $944,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $30,364 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $23,323 | $0 | 2023 |
| Lbmc Pc | AUDITOR | $13,500 | not reported in the loaded dataset | 2023 |
| Acuff & Associates, Inc. | CONTRACT ADMIN | $1,800 | $7,591 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,004 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ghertner & Company
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Lbmc Pc — Schedule C compensation
- Acuff & Associates, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation