Greer, Herz & Adams Llp Retirement Plan — Form 5500 plan (Greer, Herz & Adams, Llp)
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, Greer, Herz & Adams Llp Retirement Plan is a benefit plan reported by Greer, Herz & Adams, Llp under EIN 74-1076878 and plan number 005. The latest loaded filing year is 2023. The filing reports 80 participants and $31,417,819 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greer, Herz & Adams, Llp
- EIN
- 74-1076878
- Plan number
- 005
- Plan type
- 2
- Location
- Galveston, TX
- Latest filing year
- 2023
- Participants
- 80
- End-of-year plan assets
- $31,417,819
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 80 | I | 20240730101946NAL0031489024001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $31,417,819
- Net assets (EOY)
- $31,417,819
- Net assets (BOY)
- $32,381,771
Income & contributions
- Employer contributions
- $1,022,736
- Participant contributions
- $481,579
- Total income / additions
- $6,920,466
Expenses & distributions
- Benefits paid
- $7,800,061
- Administrative expenses
- $84,357
- Total expenses
- $7,884,418
- Net increase / (decrease)
- -$963,952
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.