Spyglass Corporate Services Group 401(K) Plan — Form 5500 plan (Spyglass Corporate Services 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, Spyglass Corporate Services Group 401(K) Plan is a benefit plan reported by Spyglass Corporate Services Group under EIN 27-1366297 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $23,018,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spyglass Corporate Services Group
- EIN
- 27-1366297
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Forest, CA
- Latest filing year
- 2023
- Participants
- 264
- End-of-year plan assets
- $23,018,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 264 | H, C | 20250530133618NAL0005238195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,018,469
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,018,469
- Net assets (BOY)
- $9,909,980
Income & contributions
- Employer contributions
- $135,962
- Participant contributions
- $1,450,430
- Total contributions
- $1,655,084
- Total income / additions
- $5,313,937
Expenses & distributions
- Benefits paid
- $2,579,992
- Administrative expenses
- $2,181
- Total expenses
- $2,580,951
- Net increase / (decrease)
- $2,732,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $0 | $19,280 | 2023 |
| Wells Fargo Clearing Services LLC | ADVISOR | $0 | $8,605 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,181 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spyglass Corporate Services Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Lake Forest, CA
- Lpl Financial LLC — Schedule C compensation
- Wells Fargo Clearing Services LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation