2023 Form 5500 filing — Gle Management Services, LLC 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 20240822102716NAL0004998241001) for Gle Management Services, LLC 401(K) Plan, reported by Gle Management Services, LLC under EIN 82-2859615 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240822102716NAL0004998241001
Filing year
2023
Form type
2
Plan sponsor
Gle Management Services, LLC
EIN
82-2859615
Plan number
001
Location
Charleston, WV
Participants
276
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$38,982,450
Total liabilities (EOY)
$0
Net assets (EOY)
$38,982,450
Employer contributions
$1,055,975
Participant contributions
$1,694,719
Total income / additions
$7,917,402
Benefits paid
$1,133,940
Administrative expenses
$1,675
Total expenses
$1,141,677
Net increase / (decrease)
$6,775,725
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$1,895$0

Related Form 5500 pages