Department of Labor filing

GIBNEY ANTHONY AND FLAHERTY

GIBNEY, ANTHONY AND FLAHERTY LLP PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

72filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$4,552

Reported employer contributions per active participant.

Higher than about 70% of comparable plans

#People in the filing

109

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$54 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 78% of comparable plans

↗Investment performance

Not available

Plan assets changed 7.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202472out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions70th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense78th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, GIBNEY ANTHONY AND FLAHERTY reported $496,137 in employer contributions across the plan and 109 active participants. That works out to $4,552 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy56%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 34.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 85.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context72/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $496,137
Participant contributions: $1,134,792
Other contributions: $4,345
Employer share of reported contributions: 30.4%
Beginning assets: $52,603,171
Ending assets: $56,579,390
Ending net assets: $56,579,390
Ending liabilities: Not reported
Total income: $10,730,374
Total expenses: $6,754,155
Administrative expenses: $7,692
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$3,376

2023

$3,751

2024

$4,552

Plan-paid administrative expenses per participant

2022

$29

2023

$37

2024

$54

Active participants

2022

136

2023

139

2024

109

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$4,552	109	56.6M	20251015103457NAL0002252547001
2023	$3,751	139	52.6M	20241016174141NAL0032121361001
2022	$3,376	136	45.7M	20231016141654NAL0038600001001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 131910984-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1984
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2H2T2J3D3B

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS, INC.	2024	Not reported	unknown
STRATEGIC ADVISORS, INC.	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251015103457NAL0002252547001

Data sourceDOL Form 5500 bulk data ↗

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