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A. ALLAN GERTNER, ESQ. — A. ALLAN GERTNER, ESQ. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250913112310NAL0005651474001
A. ALLAN GERTNER, ESQ.
Form 5500-SF
FILING_RECEIVED
A. ALLAN GERTNER, ESQ. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
A. ALLAN GERTNER, ESQ.
.
Find decision makers
Plan sponsor
Name
A. ALLAN GERTNER, ESQ.
EIN
52-1239848
Address
C/O PWBS 19111 TIMOTHYS MANOR COURT · PARKTON, MD · 21120
Phone
(410) 539-1870
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3B · Covers self-employed individuals
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
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Helping the score
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