2023 Form 5500 filing — Marc Glassman, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717090037NAL0003781489001) for Marc Glassman, Inc. 401(K) Plan, reported by Marc Glassman, Inc. under EIN 34-1259106 and plan number 001. It reports 1,038 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240717090037NAL0003781489001
Filing year
2023
Form type
2
Plan sponsor
Marc Glassman, Inc.
EIN
34-1259106
Plan number
001
Location
Cleveland, OH
Participants
1,038
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$30,446,463
Total liabilities (EOY)
$0
Net assets (EOY)
$30,446,463
Employer contributions
$227,205
Participant contributions
$1,461,652
Total income / additions
$6,216,599
Benefits paid
$2,559,897
Administrative expenses
$72,367
Total expenses
$2,632,264
Net increase / (decrease)
$3,584,335
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$45,511$0
Highland Consulting Associates, IncCONSULTANT$27,006not reported in the loaded dataset

Related Form 5500 pages