Original filing (PDF)20250515095504NAL0044631138001

GERSON & GERSON, INC.

Name: GERSON & GERSON, INC. — GERSON & GERSON, INC. 401(K) PLAN, Form 5500 (2024)
Creator: GERSON & GERSON, INC.

Form 5500-SF

FILING_RECEIVED

GERSON & GERSON, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GERSON & GERSON, INC..

Plan sponsor

Name

GERSON & GERSON, INC.

EIN

13-2660777

Address

499 7TH AVENUE · 5TH FLOOR · NEW YORK, NY · 10018

Phone

(212) 244-6775

Industry

Wholesale Tradesee all

Plan administrator

Name

GERSON & GERSON, INC.

EIN

13-2660777

City

NEW YORK, NY

Phone

(212) 244-6775

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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