How big is Gilbert & Stern, LLP's plan?

Gilbert & Stern, LLP's plan reported $1.2M in assets and 9 participants for 2025.

Original filing (PDF)20260424091019NAL0003103891001

Gilbert & Stern, LLP

Name: Gilbert & Stern, LLP — Gilbert & Stern, LLP Cash, Form 5500 (2025)
Creator: Gilbert & Stern, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gilbert & Stern, LLP Cash Balance Plan

Defined-benefit pension plan · Gilbert & Stern, LLP's Gilbert & Stern, LLP Cash Balance Plan held $1.2M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Morris Stern signed Gilbert & Stern, LLP's 2025 Form 5500 as plan administrator.

Morris Stern — 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

Gilbert & Stern, LLP's EIN is 47-0937199.

EIN 47-0937199

Plan number 002

Plan year 2025

ACK ID 20260424091019NAL0003103891001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gilbert & Stern, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Gilbert & Stern, LLP's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GILBERT & STERN, LLP.

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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