· 2022–2024 · DOL EFAST2

GELBER SCHACHTER & GREENBERG, PA — GELBER SCHACHTER & GREENBERG, PA CASH BALANCE PLAN, Form 5500 (2024)

Original filing (PDF)20251014180324NAL0004737168001

GELBER SCHACHTER & GREENBERG, PA

Form 5500-SF

FILING_RECEIVED

GELBER SCHACHTER & GREENBERG, PA CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

10

Accounts w/ balance

—

Plan assets (EOY)

$461K

Net assets (EOY)

$461K

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

75

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GELBER SCHACHTER & GREENBERG, PA.

Plan sponsor

Name

GELBER SCHACHTER & GREENBERG, PA

EIN

46-0838177all filings

Address

ONE SOUTHEAST THIRD AVENUE · SUITE 2600 · MIAMI, FL · 331311715

Phone

(305) 728-0952

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

Related plans

Similar-size Law Offices plans

BARRICKMAN, ALLRED & YOUNG, LLC

BARRICKMAN, ALLRED & YOUNG, LLC CASH BALANCE PLAN

$461K · 9 participants

ZORIAN SPERACZ, ESQ.

ZORIAN SPERACZ PA 401K PLAN.

$461K · 2 participants

CARMEN D CARUSO PC

CARMEN D CARUSO PC RETIREMENT PLAN

$461K · 2 participants

STEVEN GRANBERG ATTY AT LAW

STEVEN GRANBERG ATTY AT LAW 401(K) PROFIT SHARING PLAN

$461K · 4 participants

ROOSE & RESSLER LEGAL PROFESSIONAL ASSOC.

ROOSE & RESSLER LEGAL PROFESSIONAL ASSOCIATION 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.