Gellens Investment Company DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Gellens Investment Company
  • Sponsor EIN: 953325845
  • Sponsor Address: 7910 GIRARD AVENUE, SUITE 9, LA JOLLA, CA, 92037
  • Plan Type: DC
  • Total Participants: 6
  • Total Assets: $7.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20256$7.2M$20,000$0
20246$7.2M$20,000$0
20236$6.4M$20,000$0
20226$5.5M$20,000$0

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