Gallagher Sharp 401(K) Plan — Form 5500 plan (Gallagher Sharp)
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, Gallagher Sharp 401(K) Plan is a benefit plan reported by Gallagher Sharp under EIN 34-0735199 and plan number 002. The latest loaded filing year is 2023. The filing reports 158 participants and $32,594,940 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gallagher Sharp
- EIN
- 34-0735199
- Plan number
- 002
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $32,594,940
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241011160118NAL0011155171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,594,940
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,594,940
- Net assets (BOY)
- $31,209,257
Income & contributions
- Employer contributions
- $430,375
- Participant contributions
- $761,431
- Total contributions
- $1,224,118
- Total income / additions
- $5,793,382
Expenses & distributions
- Benefits paid
- $4,322,227
- Administrative expenses
- $85,472
- Total expenses
- $4,407,699
- Net increase / (decrease)
- $1,385,683
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Axa Advisors, LLC | INVESTMENT ADVISOR | $29,835 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Services L | INVESTMENT ADVISOR | $29,835 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,170 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $181 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gallagher Sharp
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Axa Advisors, LLC — Schedule C compensation
- Cbiz Investment Advisory Services L — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation