Glendale Realty Services Group, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Glendale Realty Services Group, LLC)

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, Glendale Realty Services Group, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Glendale Realty Services Group, LLC under EIN 26-4021991 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $2,326,418 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Glendale Realty Services Group, LLC
EIN
26-4021991
Plan number
001
Plan type
2
Location
Tonawanda, NY
Latest filing year
2023
Participants
170
End-of-year plan assets
$2,326,418

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20241010084540NAL0011306131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,326,418
Total liabilities (EOY)
$0
Net assets (EOY)
$2,326,418
Net assets (BOY)
$1,844,592

Income & contributions

Employer contributions
$101,093
Participant contributions
$239,333
Total contributions
$367,572
Total income / additions
$670,544

Expenses & distributions

Benefits paid
$164,080
Administrative expenses
$24,638
Total expenses
$188,718
Net increase / (decrease)
$481,826

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Level Financial Advisors, Inc.INVESTMENT ADVISOR$4,922$02023
John Hancock Life Insurance CompanyRECORDKEEPER$1,869$02023

Related Form 5500 pages