Original filing (PDF)20230417093140NAL0020024562001

GELMAN FINANCIAL SERVICES, INC.

Name: GELMAN FINANCIAL SERVICES, INC. — GELMAN FINANCIAL SERVICES, INC. 401(K) PLAN, Form 5500 (2022)
Creator: GELMAN FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

GELMAN FINANCIAL SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 GELMAN FINANCIAL SERVICES, INC..

Plan sponsor

Name

GELMAN FINANCIAL SERVICES, INC.

EIN

88-1844096

Address

6377 SOUTH REVERE PARKWAY · SUITE 101 · CENTENNIAL, CO · 80111

Phone

(303) 549-6834

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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