2023 Form 5500 filing — Germantown Plantation Ret Comm 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240416131619NAL0001661906001) for Germantown Plantation Ret Comm 401(K) Profit Sharing Plan & Trust, reported by Germantown Plantation Retireme under EIN 68-0515582 and plan number 001. It reports 32 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$902.8KReported net assets$902,793
Participants32
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240416131619NAL0001661906001
Plan sponsor
Germantown Plantation Retireme
EIN
68-0515582
Plan number
001
Location
Germantown, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$902.8K total assets
Net assets$902.8KLiabilities$0
Money in vs. money out
Total income / additions$189.9K
Total expenses$29.5K
Benefits paid / distributions$29.3K
Contributions
Employer$28K
Participant$38.6K
Full reported line items
Total assets (EOY)
$902,793
Total liabilities (EOY)
$0
Net assets (EOY)
$902,793
Employer contributions
$28,015
Participant contributions
$38,553
Total income / additions
$189,872
Benefits paid
$29,279
Administrative expenses
$220
Total expenses
$29,499
Net increase / (decrease)
$160,373

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240416131619NAL0001661906001 cover?
It is the 2023 Form 5500 filing for Germantown Plantation Ret Comm 401(K) Profit Sharing Plan & Trust, reported by Germantown Plantation Retireme (EIN 68-0515582).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages