Plan5500

Glen J Lerner And Associates — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Glen J Lerner And Associates (EIN 88-0285623) is a plan sponsor located in Las Vegas, NV with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
88-0285623
Location
Las Vegas, NV
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Glen J Lerner And Associates

  • 2 loaded plans hold $5.3M in reported assets.
  • The largest, Glen J Lerner Esq 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 412 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.3MSummed across loaded plans$5,295,142
Total reported assets$5.3M$5,295,142
Total reported participants412
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.3M total assets
Net assets$5.3MLiabilities$0
Contributions & income
Employer contributions$265.7K
Participant contributions$490.1K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$362.5K
Total expenses$387.8K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Glen J Lerner Esq 401(K) Profit Sharing Plan & Trust
Participants per plan206Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Glen J Lerner Esq 401(K) Profit Sharing Plan & Trust$5.3M
    Plan #001 · 178 participants · 2023
  2. 2
    Lerner And Rowe Group Medical And Prescription Health Plannot reported in the loaded dataset
    Plan #501 · 234 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Glen J Lerner And Associates. Open one for its full reported snapshot.

  1. 2023
    Glen J Lerner Esq 401(K) Profit Sharing Plan & Trust178 participants · 2Sch HSch C
    View filing →
  2. 2023
    Lerner And Rowe Group Medical And Prescription Health Plan234 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Glen J Lerner And Associates report on Form 5500?
Glen J Lerner And Associates (EIN 88-0285623) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Glen J Lerner And Associates?
The Employer Identification Number (EIN) reported for Glen J Lerner And Associates is 88-0285623.
What is the latest Form 5500 filing year for Glen J Lerner And Associates?
The latest loaded Form 5500 filing year for Glen J Lerner And Associates is 2023.

Related Form 5500 pages