2023 Form 5500 filing — Gleason Research Associates, Inc. 401(K) Profit Sharing 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 20240806105015NAL0003820480001) for Gleason Research Associates, Inc. 401(K) Profit Sharing Plan, reported by Gleason Research Associates, Inc. under EIN 52-1261002 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.7MReported net assets$19,703,217
Participants196
Provider compensation$19.3K2 Schedule C row(s)$19,252
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240806105015NAL0003820480001
Plan sponsor
Gleason Research Associates, Inc.
EIN
52-1261002
Plan number
001
Location
Huntsville, AL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.7M total assets
Net assets$19.7MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$688.7K
Benefits paid / distributions$686.8K
Contributions
Employer$270.6K
Participant$570.4K
Full reported line items
Total assets (EOY)
$19,703,217
Total liabilities (EOY)
$0
Net assets (EOY)
$19,703,217
Employer contributions
$270,593
Participant contributions
$570,399
Total income / additions
$3,663,090
Benefits paid
$686,755
Administrative expenses
$1,975
Total expenses
$688,730
Net increase / (decrease)
$2,974,360
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $0 · Indirect $17.3K
  2. 2
    RECORDKEEPER · Direct $2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240806105015NAL0003820480001 cover?
It is the 2023 Form 5500 filing for Gleason Research Associates, Inc. 401(K) Profit Sharing Plan, reported by Gleason Research Associates, Inc. (EIN 52-1261002).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages