2023 Form 5500 filing — The Spyglass Group, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718114720NAL0009061776001) for The Spyglass Group, LLC 401(K) Plan, reported by The Spyglass Group, LLC under EIN 46-1520213 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.2MReported net assets$7,220,683
Participants145
Provider compensation$27.5K2 Schedule C row(s)$27,513
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240718114720NAL0009061776001
Plan sponsor
The Spyglass Group, LLC
EIN
46-1520213
Plan number
001
Location
Westlake, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.2M total assets
Net assets$7.2MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$364.7K
Benefits paid / distributions$306.1K
Contributions
Employer$70.1K
Participant$596.9K
Full reported line items
Total assets (EOY)
$7,220,683
Total liabilities (EOY)
$0
Net assets (EOY)
$7,220,683
Employer contributions
$70,140
Participant contributions
$596,859
Total income / additions
$1,686,552
Benefits paid
$306,149
Administrative expenses
$58,527
Total expenses
$364,676
Net increase / (decrease)
$1,321,876
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTEMENT ADVISOR · Direct $26K
  2. 2
    RECORDKEEPER · Direct $1.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240718114720NAL0009061776001 cover?
It is the 2023 Form 5500 filing for The Spyglass Group, LLC 401(K) Plan, reported by The Spyglass Group, LLC (EIN 46-1520213).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages