2023 Form 5500 filing — Brown Gibbons Lang & Co LLC 401k Savings 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 20241005183557NAL0007757507001) for Brown Gibbons Lang & Co LLC 401k Savings Plan, reported by Brown Gibbons Lang & Company LLC under EIN 34-1817368 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241005183557NAL0007757507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brown Gibbons Lang & Company LLC
- EIN
- 34-1817368
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,761,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,761,232
- Employer contributions
- $1,180,566
- Participant contributions
- $1,843,882
- Total income / additions
- $6,527,081
- Benefits paid
- $443,141
- Administrative expenses
- $44,740
- Total expenses
- $487,881
- Net increase / (decrease)
- $6,039,200
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $44,560 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $1,740 | $0 |