Glass Lewis 401(K) Plan — Form 5500 plan (Glass Lewis & Co. LLC)
Plain-English plan 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, Glass Lewis 401(K) Plan is a benefit plan reported by Glass Lewis & Co. LLC under EIN 04-3737021 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $15,673,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Glass Lewis & Co. LLC
- EIN
- 04-3737021
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $15,673,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20240819163715NAL0001087475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,673,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,673,714
- Net assets (BOY)
- $13,089,201
Income & contributions
- Employer contributions
- $273,146
- Participant contributions
- $948,019
- Total contributions
- $1,288,057
- Total income / additions
- $3,685,871
Expenses & distributions
- Benefits paid
- $1,067,868
- Administrative expenses
- $33,490
- Total expenses
- $1,101,358
- Net increase / (decrease)
- $2,584,513
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $23,490 | $0 | 2023 |
| Frank Rimerman & Co Llp | NONE | $10,000 | not reported in the loaded dataset | 2023 |