2023 Form 5500 filing — Glen-Gery Corporation 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 20240923065552NAL0011097233001) for Glen-Gery Corporation 401(K) Plan, reported by Glen-Gery Corporation under EIN 31-0943426 and plan number 011. It reports 1,084 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923065552NAL0011097233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Glen-Gery Corporation
- EIN
- 31-0943426
- Plan number
- 011
- Location
- Wyomissing, PA
- Participants
- 1,084
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,615,133
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,615,133
- Employer contributions
- $1,837,043
- Participant contributions
- $3,575,669
- Total income / additions
- $12,897,462
- Benefits paid
- $6,147,329
- Administrative expenses
- $89,183
- Total expenses
- $6,373,185
- Net increase / (decrease)
- $6,524,277
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | INVESTMENT ADVISOR | $58,708 | not reported in the loaded dataset |
| Fidelity Management Trust Company | PLAN ADMINISTRATOR | $30,475 | $0 |