2023 Form 5500 filing — Glass Lewis 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 20240819163715NAL0001087475001) for Glass Lewis 401(K) Plan, reported by Glass Lewis & Co. LLC under EIN 04-3737021 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819163715NAL0001087475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Glass Lewis & Co. LLC
- EIN
- 04-3737021
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,673,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,673,714
- Employer contributions
- $273,146
- Participant contributions
- $948,019
- Total income / additions
- $3,685,871
- Benefits paid
- $1,067,868
- Administrative expenses
- $33,490
- Total expenses
- $1,101,358
- Net increase / (decrease)
- $2,584,513
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $23,490 | $0 |
| Frank Rimerman & Co Llp | NONE | $10,000 | not reported in the loaded dataset |