Glen J Lerner Esq 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Glen J Lerner Esq)
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 J Lerner Esq 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Glen J Lerner Esq under EIN 88-0285623 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $5,295,142 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.3MPlan net assets, end of year$5,295,142
Participants178Covered participants reported
Assets / participant$29.7KComputed: assets ÷ participants$29,748 (computed)
Provider compensation$22.1K1 Schedule C provider row(s)$22,097
- Plan sponsor
- Glen J Lerner Esq
- EIN
- 88-0285623
- Plan number
- 001
- Plan type
- 2
- Location
- Las Vegas, NV
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241011085550NAL0010745379001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.3M total assets
Net assets$5.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,295,142
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,295,142
- Net assets (BOY)
- $4,096,488
Income & contributions
- Employer contributions
- $265,668
- Participant contributions
- $490,059
- Total contributions
- $768,068
- Total income / additions
- $1,586,452
Expenses & distributions
- Benefits paid
- $362,482
- Administrative expenses
- $25,316
- Total expenses
- $387,798
- Net increase / (decrease)
- $1,198,654
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Planners Financial Services | ADVISOR | $22,097 | not reported in the loaded dataset | 2023 |