Gerken Rent-All 401(K) Plan — Form 5500 plan (Gerken Rent-All, Inc.)
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, Gerken Rent-All 401(K) Plan is a benefit plan reported by Gerken Rent-All, Inc. under EIN 75-3082715 and plan number 001. The latest loaded filing year is 2023. The filing reports 453 participants and $3,012,405 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gerken Rent-All, Inc.
- EIN
- 75-3082715
- Plan number
- 001
- Plan type
- 2
- Location
- Paola, KS
- Latest filing year
- 2023
- Participants
- 453
- End-of-year plan assets
- $3,012,405
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 453 | H, C | 20241014132733NAL0015002099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,012,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,012,405
- Net assets (BOY)
- $2,475,724
Income & contributions
- Employer contributions
- $116,201
- Participant contributions
- $203,172
- Total contributions
- $365,901
- Total income / additions
- $709,042
Expenses & distributions
- Benefits paid
- $133,030
- Administrative expenses
- $39,331
- Total expenses
- $172,361
- Net increase / (decrease)
- $536,681
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISORY | $12,938 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $11,201 | $0 | 2023 |
| Erisa Services Midwest, LLC | RECORDKEEPER | $1,325 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $533 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gerken Rent-All, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Paola, KS
- Edward D Jones & Company — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- Erisa Services Midwest, LLC — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation