Civic Intelligence

Gerson, Preston, Klein, Lips, Eisen

Plan context: Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan

EIN 59-1262947 • Miami, FL • 26 filings • 4 plans

4770 Biscayne Blvd., Suite 400Miami, FL 33137
Current Snapshot

Latest Year

2024

2024 Participants

39

2024 Assets

$13,141,926

2024 Contributions

$802,150

Historical Graphs

Total Assets Over Time

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

$13,545,802$6,772,901$0199920122024YearValue
$13,141,926Latest year 2024

Participants Over Time

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

79400199920122024YearValue
39Latest 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
2024139$13,141,926$802,150$20,568iApproximate average salary by contribution assumption: employee only about $514,199 at 4% or $342,799 at 6%; with 50% employer match about $342,799 at 4% or $228,533 at 6%; with 100% employer match about $257,099 at 4% or $171,400 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-39$13,141,926$802,150$20,568iApproximate average salary by contribution assumption: employee only about $514,199 at 4% or $342,799 at 6%; with 50% employer match about $342,799 at 4% or $228,533 at 6%; with 100% employer match about $257,099 at 4% or $171,400 at 6%.
2023169$11,407,527$692,344$10,034iApproximate average salary by contribution assumption: employee only about $250,849 at 4% or $167,233 at 6%; with 50% employer match about $167,233 at 4% or $111,489 at 6%; with 100% employer match about $125,425 at 4% or $83,616 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-69$11,407,527$692,344$10,034iApproximate average salary by contribution assumption: employee only about $250,849 at 4% or $167,233 at 6%; with 50% employer match about $167,233 at 4% or $111,489 at 6%; with 100% employer match about $125,425 at 4% or $83,616 at 6%.
2022174$10,032,023$659,925$8,918iApproximate average salary by contribution assumption: employee only about $222,948 at 4% or $148,632 at 6%; with 50% employer match about $148,632 at 4% or $99,088 at 6%; with 100% employer match about $111,474 at 4% or $74,316 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-74$10,032,023$659,925$8,918iApproximate average salary by contribution assumption: employee only about $222,948 at 4% or $148,632 at 6%; with 50% employer match about $148,632 at 4% or $99,088 at 6%; with 100% employer match about $111,474 at 4% or $74,316 at 6%.
2021177$13,545,802$639,554$8,306iApproximate average salary by contribution assumption: employee only about $207,647 at 4% or $138,432 at 6%; with 50% employer match about $138,432 at 4% or $92,288 at 6%; with 100% employer match about $103,824 at 4% or $69,216 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-77$13,545,802$639,554$8,306iApproximate average salary by contribution assumption: employee only about $207,647 at 4% or $138,432 at 6%; with 50% employer match about $138,432 at 4% or $92,288 at 6%; with 100% employer match about $103,824 at 4% or $69,216 at 6%.
2020172$11,647,236$563,980$7,833iApproximate average salary by contribution assumption: employee only about $195,826 at 4% or $130,551 at 6%; with 50% employer match about $130,551 at 4% or $87,034 at 6%; with 100% employer match about $97,913 at 4% or $65,275 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-72$11,647,236$563,980$7,833iApproximate average salary by contribution assumption: employee only about $195,826 at 4% or $130,551 at 6%; with 50% employer match about $130,551 at 4% or $87,034 at 6%; with 100% employer match about $97,913 at 4% or $65,275 at 6%.
2019170$10,459,559$961,289$13,733iApproximate average salary by contribution assumption: employee only about $343,318 at 4% or $228,878 at 6%; with 50% employer match about $228,878 at 4% or $152,586 at 6%; with 100% employer match about $171,659 at 4% or $114,439 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-70$10,459,559$961,289$13,733iApproximate average salary by contribution assumption: employee only about $343,318 at 4% or $228,878 at 6%; with 50% employer match about $228,878 at 4% or $152,586 at 6%; with 100% employer match about $171,659 at 4% or $114,439 at 6%.
2018166$9,085,778$545,857$8,271iApproximate average salary by contribution assumption: employee only about $206,764 at 4% or $137,843 at 6%; with 50% employer match about $137,843 at 4% or $91,895 at 6%; with 100% employer match about $103,382 at 4% or $68,921 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-66$9,085,778$545,857$8,271iApproximate average salary by contribution assumption: employee only about $206,764 at 4% or $137,843 at 6%; with 50% employer match about $137,843 at 4% or $91,895 at 6%; with 100% employer match about $103,382 at 4% or $68,921 at 6%.
2017164$9,244,239$515,170$8,050iApproximate average salary by contribution assumption: employee only about $201,238 at 4% or $134,159 at 6%; with 50% employer match about $134,159 at 4% or $89,439 at 6%; with 100% employer match about $100,619 at 4% or $67,079 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-64$9,244,239$515,170$8,050iApproximate average salary by contribution assumption: employee only about $201,238 at 4% or $134,159 at 6%; with 50% employer match about $134,159 at 4% or $89,439 at 6%; with 100% employer match about $100,619 at 4% or $67,079 at 6%.
2016162$7,770,321$454,013$7,323iApproximate average salary by contribution assumption: employee only about $183,070 at 4% or $122,047 at 6%; with 50% employer match about $122,047 at 4% or $81,364 at 6%; with 100% employer match about $91,535 at 4% or $61,023 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-62$7,770,321$454,013$7,323iApproximate average salary by contribution assumption: employee only about $183,070 at 4% or $122,047 at 6%; with 50% employer match about $122,047 at 4% or $81,364 at 6%; with 100% employer match about $91,535 at 4% or $61,023 at 6%.
2015159$7,393,243$433,385$7,346iApproximate average salary by contribution assumption: employee only about $183,638 at 4% or $122,425 at 6%; with 50% employer match about $122,425 at 4% or $81,617 at 6%; with 100% employer match about $91,819 at 4% or $61,213 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-59$7,393,243$433,385$7,346iApproximate average salary by contribution assumption: employee only about $183,638 at 4% or $122,425 at 6%; with 50% employer match about $122,425 at 4% or $81,617 at 6%; with 100% employer match about $91,819 at 4% or $61,213 at 6%.
2014155$7,184,169$409,593$7,447iApproximate average salary by contribution assumption: employee only about $186,179 at 4% or $124,119 at 6%; with 50% employer match about $124,119 at 4% or $82,746 at 6%; with 100% employer match about $93,089 at 4% or $62,060 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-55$7,184,169$409,593$7,447iApproximate average salary by contribution assumption: employee only about $186,179 at 4% or $124,119 at 6%; with 50% employer match about $124,119 at 4% or $82,746 at 6%; with 100% employer match about $93,089 at 4% or $62,060 at 6%.
2013156$6,609,388$442,273$7,898iApproximate average salary by contribution assumption: employee only about $197,443 at 4% or $131,629 at 6%; with 50% employer match about $131,629 at 4% or $87,753 at 6%; with 100% employer match about $98,722 at 4% or $65,814 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-56$6,609,388$442,273$7,898iApproximate average salary by contribution assumption: employee only about $197,443 at 4% or $131,629 at 6%; with 50% employer match about $131,629 at 4% or $87,753 at 6%; with 100% employer match about $98,722 at 4% or $65,814 at 6%.
2012156$6,094,402$486,548$8,688iApproximate average salary by contribution assumption: employee only about $217,209 at 4% or $144,806 at 6%; with 50% employer match about $144,806 at 4% or $96,537 at 6%; with 100% employer match about $108,604 at 4% or $72,403 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-56$6,094,402$486,548$8,688iApproximate average salary by contribution assumption: employee only about $217,209 at 4% or $144,806 at 6%; with 50% employer match about $144,806 at 4% or $96,537 at 6%; with 100% employer match about $108,604 at 4% or $72,403 at 6%.
2011154$5,553,410$467,274$8,653iApproximate average salary by contribution assumption: employee only about $216,331 at 4% or $144,220 at 6%; with 50% employer match about $144,220 at 4% or $96,147 at 6%; with 100% employer match about $108,165 at 4% or $72,110 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-54$5,553,410$467,274$8,653iApproximate average salary by contribution assumption: employee only about $216,331 at 4% or $144,220 at 6%; with 50% employer match about $144,220 at 4% or $96,147 at 6%; with 100% employer match about $108,165 at 4% or $72,110 at 6%.
2010156$5,265,934$466,252$8,326iApproximate average salary by contribution assumption: employee only about $208,148 at 4% or $138,765 at 6%; with 50% employer match about $138,765 at 4% or $92,510 at 6%; with 100% employer match about $104,074 at 4% or $69,383 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-56$5,265,934$466,252$8,326iApproximate average salary by contribution assumption: employee only about $208,148 at 4% or $138,765 at 6%; with 50% employer match about $138,765 at 4% or $92,510 at 6%; with 100% employer match about $104,074 at 4% or $69,383 at 6%.
2009158$4,638,386$499,555$8,613iApproximate average salary by contribution assumption: employee only about $215,325 at 4% or $143,550 at 6%; with 50% employer match about $143,550 at 4% or $95,700 at 6%; with 100% employer match about $107,663 at 4% or $71,775 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-58$4,638,386$499,555$8,613iApproximate average salary by contribution assumption: employee only about $215,325 at 4% or $143,550 at 6%; with 50% employer match about $143,550 at 4% or $95,700 at 6%; with 100% employer match about $107,663 at 4% or $71,775 at 6%.
2008168$3,965,935$471,456$6,933iApproximate average salary by contribution assumption: employee only about $173,329 at 4% or $115,553 at 6%; with 50% employer match about $115,553 at 4% or $77,035 at 6%; with 100% employer match about $86,665 at 4% or $57,776 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-68$3,965,935$471,456$6,933iApproximate average salary by contribution assumption: employee only about $173,329 at 4% or $115,553 at 6%; with 50% employer match about $115,553 at 4% or $77,035 at 6%; with 100% employer match about $86,665 at 4% or $57,776 at 6%.
2007179$4,940,600$575,346$7,283iApproximate average salary by contribution assumption: employee only about $182,072 at 4% or $121,381 at 6%; with 50% employer match about $121,381 at 4% or $80,921 at 6%; with 100% employer match about $91,036 at 4% or $60,691 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-79$4,940,600$575,346$7,283iApproximate average salary by contribution assumption: employee only about $182,072 at 4% or $121,381 at 6%; with 50% employer match about $121,381 at 4% or $80,921 at 6%; with 100% employer match about $91,036 at 4% or $60,691 at 6%.
2006174$4,205,031$595,017$8,041iApproximate average salary by contribution assumption: employee only about $201,019 at 4% or $134,013 at 6%; with 50% employer match about $134,013 at 4% or $89,342 at 6%; with 100% employer match about $100,510 at 4% or $67,006 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-74$4,205,031$595,017$8,041iApproximate average salary by contribution assumption: employee only about $201,019 at 4% or $134,013 at 6%; with 50% employer match about $134,013 at 4% or $89,342 at 6%; with 100% employer match about $100,510 at 4% or $67,006 at 6%.
2005167$3,312,628$381,944$5,701iApproximate average salary by contribution assumption: employee only about $142,516 at 4% or $95,011 at 6%; with 50% employer match about $95,011 at 4% or $63,341 at 6%; with 100% employer match about $71,258 at 4% or $47,505 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-67$3,312,628$381,944$5,701iApproximate average salary by contribution assumption: employee only about $142,516 at 4% or $95,011 at 6%; with 50% employer match about $95,011 at 4% or $63,341 at 6%; with 100% employer match about $71,258 at 4% or $47,505 at 6%.
2004163$2,701,262$379,308$6,021iApproximate average salary by contribution assumption: employee only about $150,519 at 4% or $100,346 at 6%; with 50% employer match about $100,346 at 4% or $66,897 at 6%; with 100% employer match about $75,260 at 4% or $50,173 at 6%.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber Pa 401(K) Plan-63$2,701,262$379,308$6,021iApproximate average salary by contribution assumption: employee only about $150,519 at 4% or $100,346 at 6%; with 50% employer match about $100,346 at 4% or $66,897 at 6%; with 100% employer match about $75,260 at 4% or $50,173 at 6%.
2003158$2,094,632$341,162$5,882iApproximate average salary by contribution assumption: employee only about $147,053 at 4% or $98,035 at 6%; with 50% employer match about $98,035 at 4% or $65,357 at 6%; with 100% employer match about $73,526 at 4% or $49,018 at 6%.
Gerson, Preston & Co., P.A. 401K Plan-58$2,094,632$341,162$5,882iApproximate average salary by contribution assumption: employee only about $147,053 at 4% or $98,035 at 6%; with 50% employer match about $98,035 at 4% or $65,357 at 6%; with 100% employer match about $73,526 at 4% or $49,018 at 6%.
2002162$1,456,927$316,387$5,103iApproximate average salary by contribution assumption: employee only about $127,575 at 4% or $85,050 at 6%; with 50% employer match about $85,050 at 4% or $56,700 at 6%; with 100% employer match about $63,788 at 4% or $42,525 at 6%.
Gerson, Preston & Co., P.A. 401K Plan-62$1,456,927$316,387$5,103iApproximate average salary by contribution assumption: employee only about $127,575 at 4% or $85,050 at 6%; with 50% employer match about $85,050 at 4% or $56,700 at 6%; with 100% employer match about $63,788 at 4% or $42,525 at 6%.
2001163$0$0-
Gerson, Preston & Co., P.A. 401K Plan-63---
2000158$1,706,537$272,843$4,704iApproximate average salary by contribution assumption: employee only about $117,605 at 4% or $78,403 at 6%; with 50% employer match about $78,403 at 4% or $52,269 at 6%; with 100% employer match about $58,802 at 4% or $39,202 at 6%.
Gerson, Preston & Co., P.A. 401K Plan-58$1,706,537$272,843$4,704iApproximate average salary by contribution assumption: employee only about $117,605 at 4% or $78,403 at 6%; with 50% employer match about $78,403 at 4% or $52,269 at 6%; with 100% employer match about $58,802 at 4% or $39,202 at 6%.
1999157$1,878,770$268,070$4,703iApproximate average salary by contribution assumption: employee only about $117,575 at 4% or $78,383 at 6%; with 50% employer match about $78,383 at 4% or $52,255 at 6%; with 100% employer match about $58,787 at 4% or $39,192 at 6%.
Gerson, Preston & Co., P.A. 401K Plan-57$1,878,770$268,070$4,703iApproximate average salary by contribution assumption: employee only about $117,575 at 4% or $78,383 at 6%; with 50% employer match about $78,383 at 4% or $52,255 at 6%; with 100% employer match about $58,787 at 4% or $39,192 at 6%.