Glenstone Foundation 401(K) Plan — Form 5500 plan (Glenstone Foundation)
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, Glenstone Foundation 401(K) Plan is a benefit plan reported by Glenstone Foundation under EIN 20-5938416 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $6,783,903 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Glenstone Foundation
- EIN
- 20-5938416
- Plan number
- 001
- Plan type
- 2
- Location
- Potomac, MD
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $6,783,903
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20240627160642NAL0006844611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,783,903
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,783,903
- Net assets (BOY)
- $5,100,424
Income & contributions
- Employer contributions
- $363,051
- Participant contributions
- $822,904
- Total contributions
- $1,211,779
- Total income / additions
- $2,267,231
Expenses & distributions
- Benefits paid
- $558,647
- Administrative expenses
- $25,105
- Total expenses
- $583,752
- Net increase / (decrease)
- $1,683,479
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $24,212 | $0 | 2023 |