The Glenridge On Palmer Ranch 401(K) Plan — Form 5500 plan (The Glenridge On Palmer Ranch, 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, The Glenridge On Palmer Ranch 401(K) Plan is a benefit plan reported by The Glenridge On Palmer Ranch, Inc. under EIN 59-3472733 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $2,929,569 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Glenridge On Palmer Ranch, Inc.
- EIN
- 59-3472733
- Plan number
- 001
- Plan type
- 2
- Location
- Sarasota, FL
- Latest filing year
- 2023
- Participants
- 293
- End-of-year plan assets
- $2,929,569
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20250422231147NAL0008699232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,929,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,929,569
- Net assets (BOY)
- $2,547,111
Income & contributions
- Employer contributions
- $87,241
- Participant contributions
- $341,584
- Total contributions
- $434,416
- Total income / additions
- $874,532
Expenses & distributions
- Benefits paid
- $468,601
- Administrative expenses
- $23,473
- Total expenses
- $492,074
- Net increase / (decrease)
- $382,458
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $18,530 | not reported in the loaded dataset | 2023 |
| Resource Investment Advisors LLC | NONE | $5,172 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $2,249 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Glenridge On Palmer Ranch, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Sarasota, FL
- Ameritas Life Insurance Corp — Schedule C compensation
- Resource Investment Advisors LLC — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation