2023 Form 5500 filing — Great Circle Retirement Savings Plan
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 20240731135926NAL0014385987001) for Great Circle Retirement Savings Plan, reported by Great Circle under EIN 43-0681471 and plan number 001. It reports 857 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731135926NAL0014385987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Great Circle
- EIN
- 43-0681471
- Plan number
- 001
- Location
- St. James, MO
- Participants
- 857
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $193,152
- Participant contributions
- $245,244
- Total income / additions
- $1,747,487
- Benefits paid
- $21,076,230
- Administrative expenses
- $77,747
- Total expenses
- $21,153,977
- Net increase / (decrease)
- -$19,406,490
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $77,747 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $11,944 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |