Bailey & Glasser 401(K) Profit Sharing Plan — Form 5500 plan (Bailey & Glasser Pllc)
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, Bailey & Glasser 401(K) Profit Sharing Plan is a benefit plan reported by Bailey & Glasser Pllc under EIN 55-0765078 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $31,486,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bailey & Glasser Pllc
- EIN
- 55-0765078
- Plan number
- 001
- Plan type
- 2
- Location
- Charleston, WV
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $31,486,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20241015101643NAL0029228657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,486,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,486,237
- Net assets (BOY)
- $26,194,311
Income & contributions
- Employer contributions
- $911,066
- Participant contributions
- $1,757,151
- Total contributions
- $3,145,507
- Total income / additions
- $7,827,130
Expenses & distributions
- Benefits paid
- $2,475,559
- Administrative expenses
- $59,645
- Total expenses
- $2,535,204
- Net increase / (decrease)
- $5,291,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $56,847 | $0 | 2023 |
| Metro Benefits, Inc. | CONTRACT ADMIN | $2,110 | $7,208 | 2023 |
| Benefit Plans Services | CONTRACT ADMIN | $649 | $6,810 | 2023 |
| Empower Annuity Insurance | RECORDKEEPER | $2,210 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $981 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bailey & Glasser Pllc
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Charleston, WV
- Edward D Jones & Co Lp — Schedule C compensation
- Metro Benefits, Inc. — Schedule C compensation
- Benefit Plans Services — Schedule C compensation
- Empower Annuity Insurance — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation