2023 Form 5500 filing — The Glenridge On Palmer Ranch 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 20250422231147NAL0008699232001) for The Glenridge On Palmer Ranch 401(K) Plan, reported by The Glenridge On Palmer Ranch, Inc. under EIN 59-3472733 and plan number 001. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250422231147NAL0008699232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Glenridge On Palmer Ranch, Inc.
- EIN
- 59-3472733
- Plan number
- 001
- Location
- Sarasota, FL
- Participants
- 293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,929,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,929,569
- Employer contributions
- $87,241
- Participant contributions
- $341,584
- Total income / additions
- $874,532
- Benefits paid
- $468,601
- Administrative expenses
- $23,473
- Total expenses
- $492,074
- Net increase / (decrease)
- $382,458
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $18,530 | not reported in the loaded dataset |
| Resource Investment Advisors LLC | NONE | $5,172 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $2,249 | $0 |