Civic Intelligence

Gershman Mortgage

Plan context: Gershman Investment Corp. Employees Savings Trust

EIN 43-0710608 • 31 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

231

2024 Assets

$29,343,962

2024 Contributions

$2,270,520

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$35,823,964$17,911,982$0200320152024YearValue
$29,343,962Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

3511760200320142024YearValue
231Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242231$29,343,962$2,270,520$9,829iApproximate average salary by contribution assumption: employee only about $245,727 at 4% or $163,818 at 6%; with 50% employer match about $163,818 at 4% or $109,212 at 6%; with 100% employer match about $122,864 at 4% or $81,909 at 6%.
Gershman Investment Corp. Employees Savings Trust-231$29,343,962$2,270,520$9,829iApproximate average salary by contribution assumption: employee only about $245,727 at 4% or $163,818 at 6%; with 50% employer match about $163,818 at 4% or $109,212 at 6%; with 100% employer match about $122,864 at 4% or $81,909 at 6%.
Gershman Mortgage Welfare Benefits Plan-208---
20232217$27,066,109$2,433,085$11,212iApproximate average salary by contribution assumption: employee only about $280,309 at 4% or $186,873 at 6%; with 50% employer match about $186,873 at 4% or $124,582 at 6%; with 100% employer match about $140,155 at 4% or $93,436 at 6%.
Gershman Investment Corp. Employees Savings Trust-217$27,066,109$2,433,085$11,212iApproximate average salary by contribution assumption: employee only about $280,309 at 4% or $186,873 at 6%; with 50% employer match about $186,873 at 4% or $124,582 at 6%; with 100% employer match about $140,155 at 4% or $93,436 at 6%.
Gershman Mortgage Welfare Benefits Plan-209---
20222283$31,125,237$3,402,577$12,023iApproximate average salary by contribution assumption: employee only about $300,581 at 4% or $200,387 at 6%; with 50% employer match about $200,387 at 4% or $133,592 at 6%; with 100% employer match about $150,291 at 4% or $100,194 at 6%.
Gershman Investment Corp. Employees Savings Trust-283$31,125,237$3,402,577$12,023iApproximate average salary by contribution assumption: employee only about $300,581 at 4% or $200,387 at 6%; with 50% employer match about $200,387 at 4% or $133,592 at 6%; with 100% employer match about $150,291 at 4% or $100,194 at 6%.
Gershman Mortgage Welfare Benefits Plan-234---
20212351$35,823,964$4,564,627$13,005iApproximate average salary by contribution assumption: employee only about $325,116 at 4% or $216,744 at 6%; with 50% employer match about $216,744 at 4% or $144,496 at 6%; with 100% employer match about $162,558 at 4% or $108,372 at 6%.
Gershman Investment Corp. Employees Savings Trust-351$35,823,964$4,564,627$13,005iApproximate average salary by contribution assumption: employee only about $325,116 at 4% or $216,744 at 6%; with 50% employer match about $216,744 at 4% or $144,496 at 6%; with 100% employer match about $162,558 at 4% or $108,372 at 6%.
Gershman Mortgage Welfare Benefits Plan-245---
20202297$28,788,821$3,687,215$12,415iApproximate average salary by contribution assumption: employee only about $310,372 at 4% or $206,914 at 6%; with 50% employer match about $206,914 at 4% or $137,943 at 6%; with 100% employer match about $155,186 at 4% or $103,457 at 6%.
Gershman Investment Corp. Employees Savings Trust-297$28,788,821$3,687,215$12,415iApproximate average salary by contribution assumption: employee only about $310,372 at 4% or $206,914 at 6%; with 50% employer match about $206,914 at 4% or $137,943 at 6%; with 100% employer match about $155,186 at 4% or $103,457 at 6%.
Gershman Mortgage Welfare Benefits Plan-214---
20192256$23,506,258$4,629,022$18,082iApproximate average salary by contribution assumption: employee only about $452,053 at 4% or $301,369 at 6%; with 50% employer match about $301,369 at 4% or $200,912 at 6%; with 100% employer match about $226,026 at 4% or $150,684 at 6%.
Gershman Investment Corp. Employees Savings Trust-256$23,506,258$4,629,022$18,082iApproximate average salary by contribution assumption: employee only about $452,053 at 4% or $301,369 at 6%; with 50% employer match about $301,369 at 4% or $200,912 at 6%; with 100% employer match about $226,026 at 4% or $150,684 at 6%.
Gershman Mortgage Welfare Benefits Plan-167---
20182241$17,635,820$2,291,759$9,509iApproximate average salary by contribution assumption: employee only about $237,734 at 4% or $158,490 at 6%; with 50% employer match about $158,490 at 4% or $105,660 at 6%; with 100% employer match about $118,867 at 4% or $79,245 at 6%.
Gershman Investment Corp. Employees Savings Trust-241$17,635,820$2,291,759$9,509iApproximate average salary by contribution assumption: employee only about $237,734 at 4% or $158,490 at 6%; with 50% employer match about $158,490 at 4% or $105,660 at 6%; with 100% employer match about $118,867 at 4% or $79,245 at 6%.
Gershman Mortgage Welfare Benefits Plan-171---
20172241$19,104,815$562,073$2,332iApproximate average salary by contribution assumption: employee only about $58,306 at 4% or $38,871 at 6%; with 50% employer match about $38,871 at 4% or $25,914 at 6%; with 100% employer match about $29,153 at 4% or $19,435 at 6%.
Gershman Investment Corp. Employees Savings Trust-241$19,104,815$562,073$2,332iApproximate average salary by contribution assumption: employee only about $58,306 at 4% or $38,871 at 6%; with 50% employer match about $38,871 at 4% or $25,914 at 6%; with 100% employer match about $29,153 at 4% or $19,435 at 6%.
Gershman Mortgage Welfare Benefits Plan-181---
20162238$18,063,503$2,208,368$9,279iApproximate average salary by contribution assumption: employee only about $231,971 at 4% or $154,648 at 6%; with 50% employer match about $154,648 at 4% or $103,098 at 6%; with 100% employer match about $115,986 at 4% or $77,324 at 6%.
Gershman Investment Corp. Employees Savings Trust-238$18,063,503$2,208,368$9,279iApproximate average salary by contribution assumption: employee only about $231,971 at 4% or $154,648 at 6%; with 50% employer match about $154,648 at 4% or $103,098 at 6%; with 100% employer match about $115,986 at 4% or $77,324 at 6%.
Gershman Mortgage Welfare Benefits Plan-158---
20151208$14,782,837$1,806,009$8,683iApproximate average salary by contribution assumption: employee only about $217,068 at 4% or $144,712 at 6%; with 50% employer match about $144,712 at 4% or $96,475 at 6%; with 100% employer match about $108,534 at 4% or $72,356 at 6%.
Gershman Investment Corp. Employees Savings Trust-208$14,782,837$1,806,009$8,683iApproximate average salary by contribution assumption: employee only about $217,068 at 4% or $144,712 at 6%; with 50% employer match about $144,712 at 4% or $96,475 at 6%; with 100% employer match about $108,534 at 4% or $72,356 at 6%.
20141167$12,215,742$1,253,936$7,509iApproximate average salary by contribution assumption: employee only about $187,715 at 4% or $125,143 at 6%; with 50% employer match about $125,143 at 4% or $83,429 at 6%; with 100% employer match about $93,857 at 4% or $62,572 at 6%.
Gershman Investment Corp. Employees Savings Trust-167$12,215,742$1,253,936$7,509iApproximate average salary by contribution assumption: employee only about $187,715 at 4% or $125,143 at 6%; with 50% employer match about $125,143 at 4% or $83,429 at 6%; with 100% employer match about $93,857 at 4% or $62,572 at 6%.
20131147$11,519,146$1,177,630$8,011iApproximate average salary by contribution assumption: employee only about $200,277 at 4% or $133,518 at 6%; with 50% employer match about $133,518 at 4% or $89,012 at 6%; with 100% employer match about $100,139 at 4% or $66,759 at 6%.
Gershman Investment Corp. Employees Savings Trust-147$11,519,146$1,177,630$8,011iApproximate average salary by contribution assumption: employee only about $200,277 at 4% or $133,518 at 6%; with 50% employer match about $133,518 at 4% or $89,012 at 6%; with 100% employer match about $100,139 at 4% or $66,759 at 6%.
20121145$10,223,980$1,280,010$8,828iApproximate average salary by contribution assumption: employee only about $220,691 at 4% or $147,128 at 6%; with 50% employer match about $147,128 at 4% or $98,085 at 6%; with 100% employer match about $110,346 at 4% or $73,564 at 6%.
Gershman Investment Corp. Employees Savings Trust-145$10,223,980$1,280,010$8,828iApproximate average salary by contribution assumption: employee only about $220,691 at 4% or $147,128 at 6%; with 50% employer match about $147,128 at 4% or $98,085 at 6%; with 100% employer match about $110,346 at 4% or $73,564 at 6%.
20111133$8,283,964$1,440,364$10,830iApproximate average salary by contribution assumption: employee only about $270,745 at 4% or $180,497 at 6%; with 50% employer match about $180,497 at 4% or $120,331 at 6%; with 100% employer match about $135,373 at 4% or $90,248 at 6%.
Gershman Investment Corp. Employees Savings Trust-133$8,283,964$1,440,364$10,830iApproximate average salary by contribution assumption: employee only about $270,745 at 4% or $180,497 at 6%; with 50% employer match about $180,497 at 4% or $120,331 at 6%; with 100% employer match about $135,373 at 4% or $90,248 at 6%.
20101122$6,356,751$1,189,993$9,754iApproximate average salary by contribution assumption: employee only about $243,851 at 4% or $162,567 at 6%; with 50% employer match about $162,567 at 4% or $108,378 at 6%; with 100% employer match about $121,926 at 4% or $81,284 at 6%.
Gershman Investment Corp. Employees Savings Trust-122$6,356,751$1,189,993$9,754iApproximate average salary by contribution assumption: employee only about $243,851 at 4% or $162,567 at 6%; with 50% employer match about $162,567 at 4% or $108,378 at 6%; with 100% employer match about $121,926 at 4% or $81,284 at 6%.
20091154$5,963,059$976,325$6,340iApproximate average salary by contribution assumption: employee only about $158,494 at 4% or $105,663 at 6%; with 50% employer match about $105,663 at 4% or $70,442 at 6%; with 100% employer match about $79,247 at 4% or $52,831 at 6%.
Gershman Investment Corp. Employees Savings Trust-154$5,963,059$976,325$6,340iApproximate average salary by contribution assumption: employee only about $158,494 at 4% or $105,663 at 6%; with 50% employer match about $105,663 at 4% or $70,442 at 6%; with 100% employer match about $79,247 at 4% or $52,831 at 6%.
20081116$0$0-
Gershman Investment Corp. Employees Savings Trust-116---
20071104$0$0-
Gershman Investment Corp. Employees Savings Trust-104---
20061107$3,920,531$796,523$7,444iApproximate average salary by contribution assumption: employee only about $186,104 at 4% or $124,069 at 6%; with 50% employer match about $124,069 at 4% or $82,713 at 6%; with 100% employer match about $93,052 at 4% or $62,035 at 6%.
Gershman Investment Corp. Employees Savings Trust-107$3,920,531$796,523$7,444iApproximate average salary by contribution assumption: employee only about $186,104 at 4% or $124,069 at 6%; with 50% employer match about $124,069 at 4% or $82,713 at 6%; with 100% employer match about $93,052 at 4% or $62,035 at 6%.
2005195$2,952,438$711,443$7,489iApproximate average salary by contribution assumption: employee only about $187,222 at 4% or $124,815 at 6%; with 50% employer match about $124,815 at 4% or $83,210 at 6%; with 100% employer match about $93,611 at 4% or $62,407 at 6%.
Gershman Investment Corp. Employees Savings Trust-95$2,952,438$711,443$7,489iApproximate average salary by contribution assumption: employee only about $187,222 at 4% or $124,815 at 6%; with 50% employer match about $124,815 at 4% or $83,210 at 6%; with 100% employer match about $93,611 at 4% or $62,407 at 6%.
2004172$1,094,155$490,556$6,813iApproximate average salary by contribution assumption: employee only about $170,332 at 4% or $113,555 at 6%; with 50% employer match about $113,555 at 4% or $75,703 at 6%; with 100% employer match about $85,166 at 4% or $56,777 at 6%.
Gershman Investment Corp. Employees Savings Trust-72$1,094,155$490,556$6,813iApproximate average salary by contribution assumption: employee only about $170,332 at 4% or $113,555 at 6%; with 50% employer match about $113,555 at 4% or $75,703 at 6%; with 100% employer match about $85,166 at 4% or $56,777 at 6%.
2003173$619,287$570,284$7,812iApproximate average salary by contribution assumption: employee only about $195,303 at 4% or $130,202 at 6%; with 50% employer match about $130,202 at 4% or $86,801 at 6%; with 100% employer match about $97,651 at 4% or $65,101 at 6%.
Gershman Investment Corp. Employees Savings Trust-73$619,287$570,284$7,812iApproximate average salary by contribution assumption: employee only about $195,303 at 4% or $130,202 at 6%; with 50% employer match about $130,202 at 4% or $86,801 at 6%; with 100% employer match about $97,651 at 4% or $65,101 at 6%.