Brown Gibbons Lang & Co LLC 401k Savings Plan — Form 5500 plan (Brown Gibbons Lang & Company 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, Brown Gibbons Lang & Co LLC 401k Savings Plan is a benefit plan reported by Brown Gibbons Lang & Company LLC under EIN 34-1817368 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $19,761,232 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brown Gibbons Lang & Company LLC
EIN
34-1817368
Plan number
001
Plan type
2
Location
Cleveland, OH
Latest filing year
2023
Participants
198
End-of-year plan assets
$19,761,232

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20241005183557NAL0007757507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,761,232
Total liabilities (EOY)
$0
Net assets (EOY)
$19,761,232
Net assets (BOY)
$13,722,032

Income & contributions

Employer contributions
$1,180,566
Participant contributions
$1,843,882
Total contributions
$3,489,906
Total income / additions
$6,527,081

Expenses & distributions

Benefits paid
$443,141
Administrative expenses
$44,740
Total expenses
$487,881
Net increase / (decrease)
$6,039,200

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Retirement & BenefitNONE$44,560not reported in the loaded dataset2023
Ascensus LLCNONE$1,740$02023

Related Form 5500 pages