Original filing (PDF)20251211161959NAL0006393811001

PARI & Gershon Incorporated

Name: PARI & Gershon Incorporated — PARI & Gershon, Form 5500 (2023)
Creator: PARI & Gershon Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PARI & Gershon Incorporated 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · PARI & Gershon Incorporated's PARI & Gershon Incorporated 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 16.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Romena Jonas signed PARI & Gershon Incorporated's 2023 Form 5500 as plan administrator.

Romena Jonas — 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

PARI & Gershon Incorporated's EIN is 27-1346109.

EIN 27-1346109

Plan number 001

Plan year 2023

ACK ID 20251211161959NAL0006393811001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for PARI & Gershon Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

PARI & Gershon Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PARI & GERSHON INCORPORATED.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off