2023 Form 5500 filing — Looking Glass Employees' 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 20250124113313NAL0008253857001) for Looking Glass Employees' Retirement Plan, reported by Looking Glass Community Services under EIN 93-0605174 and plan number 001. It reports 302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250124113313NAL0008253857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Looking Glass Community Services
- EIN
- 93-0605174
- Plan number
- 001
- Location
- Eugene, OR
- Participants
- 302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,844,206
- Net assets (EOY)
- $4,844,206
- Employer contributions
- $217,436
- Participant contributions
- $171,922
- Total income / additions
- $979,028
- Benefits paid
- $386,079
- Administrative expenses
- $44,435
- Total expenses
- $430,514
- Net increase / (decrease)
- $548,514
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $18,645 | $0 |
| Raymond James | INVESTMENT ADVISOR | $10,460 | $0 |
| Jones & Roth, Pc | THIRD PARTY ADMINISTRATOR | $2,910 | $2,092 |
| Moss Adams | AUDITOR | $3,000 | $0 |