Gerson Lehrman Group Inc Plan — Form 5500 plan (Gerson Lehrman Group)

Plain-English plan 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, Gerson Lehrman Group Inc Plan is a benefit plan reported by Gerson Lehrman Group under EIN 13-4101226 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,253 participants and $145,107,882 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gerson Lehrman Group
EIN
13-4101226
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
2,253
End-of-year plan assets
$145,107,882

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,253H, C20241015142329NAL0029962353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$145,107,882
Total liabilities (EOY)
$0
Net assets (EOY)
$145,107,882
Net assets (BOY)
$113,296,357

Income & contributions

Employer contributions
$3,402,367
Participant contributions
$11,444,911
Total contributions
$16,253,390
Total income / additions
$43,368,501

Expenses & distributions

Benefits paid
$11,452,437
Administrative expenses
$104,539
Total expenses
$11,556,976
Net increase / (decrease)
$31,811,525

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$42,190$02023
Strategic Advisors, Inc.ADVISOR$40,769not reported in the loaded dataset2023
Withumsmith+Brown, P.C.ACCOUNTANT/AUDITOR$21,580not reported in the loaded dataset2023

Related Form 5500 pages