Gleason Research Associates, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Gleason Research Associates, Inc. (EIN 52-1261002) is a plan sponsor located in Huntsville, AL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-1261002
Location
Huntsville, AL
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Gleason Research Associates, Inc.

  • 4 loaded plans hold $38.3M in reported assets.
  • The largest, Gleason Research Associates, Inc. 401(K) Profit Sharing Plan, holds 51% of this company's reported plan assets.
  • Plans cover 745 reported participants.
  • 2 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22.4MSummed across loaded plans$22,353,734
Total reported assets$38.3M$38,346,086
Total reported participants745
Total reported liabilities$16M$15,992,352

Reported net position

Reported assets = net assets + liabilities (summed)$38.3M total assets
Net assets$22.4MLiabilities$16M
Contributions & income
Employer contributions$1.7M
Participant contributions$570.4K
Total income / additions$8M
Expenses & distributions
Benefits paid / distributions$913.6K
Total expenses$1.4M
Net increase / (decrease)$6.6M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets51%Gleason Research Associates, Inc. 401(K) Profit Sharing Plan
Participants per plan186Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 196 participants · 2023
  2. 2
    Plan #002 · 142 participants · 2023
  3. 3
    Gleason Research Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 289 participants · 2023
  4. 4
    Plan #502 · 118 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Gleason Research Associates, Inc.. Open one for its full reported snapshot.

  1. 2023
    Gleason Research Associates, Inc. 401(K) Profit Sharing Plan196 participants · 2Sch HSch C
    View filing →
  2. 2023
    Gleason Research Associates, Inc. Esop142 participants · 2Sch H
    View filing →
  3. 2023
    Gleason Research Welfare Benefit Plan289 participants · 2No schedules
    View filing →
  4. 2023
    Gleason Research Associates, Inc. Medical Benefit Plan118 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Gleason Research Associates, Inc. report on Form 5500?
Gleason Research Associates, Inc. (EIN 52-1261002) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Gleason Research Associates, Inc.?
The Employer Identification Number (EIN) reported for Gleason Research Associates, Inc. is 52-1261002.
What is the latest Form 5500 filing year for Gleason Research Associates, Inc.?
The latest loaded Form 5500 filing year for Gleason Research Associates, Inc. is 2023.

Related Form 5500 pages