How big is Barbara E. Gerson's plan?

Barbara E. Gerson's plan reported $2.8M in assets and 1 participants for 2024.

Original filing (PDF)20251014170439NAL0003350593002

Barbara E. Gerson

Name: Barbara E. Gerson — Barbara E. Gerson Self-Employed, Form 5500 (2024)
Creator: Barbara E. Gerson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barbara E. Gerson Self-Employed Individual 401(k)/Profit Sharing Plan Vanguard-88038948305

401(k) retirement plan · Barbara E. Gerson's Barbara E. Gerson Self-Employed Individual 401(k)/Profit Sharing Plan Vanguard-88038948305 held $2.8M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Dr. Barbara E. Gerson signed Barbara E. Gerson's 2024 Form 5500 as plan administrator.

Dr. Barbara E. Gerson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Barbara E. Gerson's EIN is 13-3058417.

EIN 13-3058417

Plan number 003

Plan year 2024

ACK ID 20251014170439NAL0003350593002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barbara E. Gerson from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barbara E. Gerson's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARBARA E. GERSON.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score