Gersh Agency 401(K) Plan — Form 5500 plan (The Gersh Agency)
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, Gersh Agency 401(K) Plan is a benefit plan reported by The Gersh Agency under EIN 95-1656028 and plan number 003. The latest loaded filing year is 2023. The filing reports 280 participants and $27,423,031 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Gersh Agency
- EIN
- 95-1656028
- Plan number
- 003
- Plan type
- 2
- Location
- Beverly Hills, CA
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $27,423,031
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20241015160820NAL0048830176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,423,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,423,031
- Net assets (BOY)
- $24,045,819
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,743,107
- Total contributions
- $1,743,650
- Total income / additions
- $5,612,086
Expenses & distributions
- Benefits paid
- $2,165,395
- Administrative expenses
- $69,479
- Total expenses
- $2,234,874
- Net increase / (decrease)
- $3,377,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $45,732 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $23,747 | $0 | 2023 |