Plan5500

Marc Glassman, Inc. 401(K) Plan — Form 5500 plan (Marc Glassman, Inc.)

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, Marc Glassman, Inc. 401(K) Plan is a benefit plan reported by Marc Glassman, Inc. under EIN 34-1259106 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,038 participants and $30,446,463 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marc Glassman, Inc.
EIN
34-1259106
Plan number
001
Plan type
2
Location
Cleveland, OH
Latest filing year
2023
Participants
1,038
End-of-year plan assets
$30,446,463

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,038H, C20240717090037NAL0003781489001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,446,463
Total liabilities (EOY)
$0
Net assets (EOY)
$30,446,463
Net assets (BOY)
$26,862,128

Income & contributions

Employer contributions
$227,205
Participant contributions
$1,461,652
Total contributions
$1,689,886
Total income / additions
$6,216,599

Expenses & distributions

Benefits paid
$2,559,897
Administrative expenses
$72,367
Total expenses
$2,632,264
Net increase / (decrease)
$3,584,335

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$45,511$02023
Highland Consulting Associates, IncCONSULTANT$27,006not reported in the loaded dataset2023

Related Form 5500 pages