2023 Form 5500 filing — Gerson Lehrman Group Inc 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 20241015142329NAL0029962353001) for Gerson Lehrman Group Inc Plan, reported by Gerson Lehrman Group under EIN 13-4101226 and plan number 001. It reports 2,253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142329NAL0029962353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gerson Lehrman Group
- EIN
- 13-4101226
- Plan number
- 001
- Location
- New York, NY
- Participants
- 2,253
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $145,107,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $145,107,882
- Employer contributions
- $3,402,367
- Participant contributions
- $11,444,911
- Total income / additions
- $43,368,501
- Benefits paid
- $11,452,437
- Administrative expenses
- $104,539
- Total expenses
- $11,556,976
- Net increase / (decrease)
- $31,811,525
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $42,190 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $40,769 | not reported in the loaded dataset |
| Withumsmith+Brown, P.C. | ACCOUNTANT/AUDITOR | $21,580 | not reported in the loaded dataset |