Gene B. Glick Company, Inc. Retirement Plan — Form 5500 plan (Gene B. Glick Company, Inc.)
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, Gene B. Glick Company, Inc. Retirement Plan is a benefit plan reported by Gene B. Glick Company, Inc. under EIN 35-0924178 and plan number 001. The latest loaded filing year is 2023. The filing reports 827 participants and $59,751,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gene B. Glick Company, Inc.
- EIN
- 35-0924178
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 827
- End-of-year plan assets
- $59,751,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 827 | H, C | 20241108095722NAL0024501330001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,751,891
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,751,891
- Net assets (BOY)
- $51,975,183
Income & contributions
- Employer contributions
- $1,803,162
- Participant contributions
- $2,295,335
- Total contributions
- $4,161,939
- Total income / additions
- $12,320,219
Expenses & distributions
- Benefits paid
- $4,463,367
- Administrative expenses
- $80,144
- Total expenses
- $4,543,511
- Net increase / (decrease)
- $7,776,708
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $61,672 | $0 | 2023 |
| Katz Sapper And Miller | ACCOUNTANT/AUDITOR | $9,700 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,772 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gene B. Glick Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Fidelity Investments Institutional — Schedule C compensation
- Katz Sapper And Miller — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation