Original filing (PDF)20241218134648NAL0003752977001

GERRITS APPLIANCE, INC.

Name: GERRITS APPLIANCE, INC. — GERRIT'S APPLIANCE, INC. EMPLOYEES PROFIT SHARING PLAN, Form 5500 (2023)
Creator: GERRITS APPLIANCE, INC.

Form 5500-SF

FILING_RECEIVED

GERRIT'S APPLIANCE, INC. EMPLOYEES PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

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 GERRITS APPLIANCE, INC..

Plan sponsor

Name

GERRITS APPLIANCE, INC.

EIN

38-1989233

Address

2410 28TH STREET SW · WYOMING, MI · 49519

Phone

(616) 532-3626

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2024-12-18

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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