2023 Form 5500 filing — Spyglass Corporate Services Group 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 20250530133618NAL0005238195001) for Spyglass Corporate Services Group 401(K) Plan, reported by Spyglass Corporate Services Group under EIN 27-1366297 and plan number 001. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$23MReported net assets$23,018,469
Participants264
Provider compensation$30.1K3 Schedule C row(s)$30,066
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250530133618NAL0005238195001
- Plan sponsor
- Spyglass Corporate Services Group
- EIN
- 27-1366297
- Plan number
- 001
- Location
- Lake Forest, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$23M total assets
Net assets$23MLiabilities$0
Full reported line items
- Total assets (EOY)
- $23,018,469
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,018,469
- Employer contributions
- $135,962
- Participant contributions
- $1,450,430
- Total income / additions
- $5,313,937
- Benefits paid
- $2,579,992
- Administrative expenses
- $2,181
- Total expenses
- $2,580,951
- Net increase / (decrease)
- $2,732,986
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $0 | $19,280 |
| Wells Fargo Clearing Services LLC | ADVISOR | $0 | $8,605 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,181 | $0 |