Looking Glass Employees' Retirement Plan — Form 5500 plan (Looking Glass Community Services)
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, Looking Glass Employees' Retirement Plan is a benefit plan reported by Looking Glass Community Services under EIN 93-0605174 and plan number 001. The latest loaded filing year is 2023. The filing reports 302 participants and $4,844,206 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Looking Glass Community Services
- EIN
- 93-0605174
- Plan number
- 001
- Plan type
- 2
- Location
- Eugene, OR
- Latest filing year
- 2023
- Participants
- 302
- End-of-year plan assets
- $4,844,206
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 302 | H, C | 20250124113313NAL0008253857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,844,206
- Net assets (EOY)
- $4,844,206
- Net assets (BOY)
- $4,295,692
Income & contributions
- Employer contributions
- $217,436
- Participant contributions
- $171,922
- Total contributions
- $389,358
- Total income / additions
- $979,028
Expenses & distributions
- Benefits paid
- $386,079
- Administrative expenses
- $44,435
- Total expenses
- $430,514
- Net increase / (decrease)
- $548,514
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $18,645 | $0 | 2023 |
| Raymond James | INVESTMENT ADVISOR | $10,460 | $0 | 2023 |
| Jones & Roth, Pc | THIRD PARTY ADMINISTRATOR | $2,910 | $2,092 | 2023 |
| Moss Adams | AUDITOR | $3,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Looking Glass Community Services
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Eugene, OR
- Empower Annuity Insurance Co — Schedule C compensation
- Raymond James — Schedule C compensation
- Jones & Roth, Pc — Schedule C compensation
- Moss Adams — Schedule C compensation