2023 Form 5500 filing — Gene B. Glick Company, Inc. Retirement 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 20241108095722NAL0024501330001) for Gene B. Glick Company, Inc. Retirement Plan, reported by Gene B. Glick Company, Inc. under EIN 35-0924178 and plan number 001. It reports 827 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241108095722NAL0024501330001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gene B. Glick Company, Inc.
- EIN
- 35-0924178
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 827
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,751,891
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,751,891
- Employer contributions
- $1,803,162
- Participant contributions
- $2,295,335
- Total income / additions
- $12,320,219
- Benefits paid
- $4,463,367
- Administrative expenses
- $80,144
- Total expenses
- $4,543,511
- Net increase / (decrease)
- $7,776,708
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $61,672 | $0 |
| Katz Sapper And Miller | ACCOUNTANT/AUDITOR | $9,700 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,772 | not reported in the loaded dataset |