2023 Form 5500 filing — Glendale Realty Services Group, LLC 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 20241010084540NAL0011306131001) for Glendale Realty Services Group, LLC 401(K) Profit Sharing Plan, reported by Glendale Realty Services Group, LLC under EIN 26-4021991 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010084540NAL0011306131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Glendale Realty Services Group, LLC
- EIN
- 26-4021991
- Plan number
- 001
- Location
- Tonawanda, NY
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,326,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,326,418
- Employer contributions
- $101,093
- Participant contributions
- $239,333
- Total income / additions
- $670,544
- Benefits paid
- $164,080
- Administrative expenses
- $24,638
- Total expenses
- $188,718
- Net increase / (decrease)
- $481,826
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Level Financial Advisors, Inc. | INVESTMENT ADVISOR | $4,922 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,869 | $0 |