Glen-Gery Corporation 401(K) Plan — Form 5500 plan (Glen-Gery Corporation)

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, Glen-Gery Corporation 401(K) Plan is a benefit plan reported by Glen-Gery Corporation under EIN 31-0943426 and plan number 011. The latest loaded filing year is 2023. The filing reports 1,084 participants and $47,615,133 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Glen-Gery Corporation
EIN
31-0943426
Plan number
011
Plan type
2
Location
Wyomissing, PA
Latest filing year
2023
Participants
1,084
End-of-year plan assets
$47,615,133

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,084H, C20240923065552NAL0011097233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,615,133
Total liabilities (EOY)
$0
Net assets (EOY)
$47,615,133
Net assets (BOY)
$41,090,856

Income & contributions

Employer contributions
$1,837,043
Participant contributions
$3,575,669
Total contributions
$5,727,469
Total income / additions
$12,897,462

Expenses & distributions

Benefits paid
$6,147,329
Administrative expenses
$89,183
Total expenses
$6,373,185
Net increase / (decrease)
$6,524,277

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchINVESTMENT ADVISOR$58,708not reported in the loaded dataset2023
Fidelity Management Trust CompanyPLAN ADMINISTRATOR$30,475$02023

Related Form 5500 pages