2023 Form 5500 filing — Godbersen-Smith Construction Company 401(K) Profit Sharing 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 20240823151327NAL0006487505001) for Godbersen-Smith Construction Company 401(K) Profit Sharing Plan, reported by Godbersen-Smith Construction Company under EIN 42-0823217 and plan number 001. It reports 699 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823151327NAL0006487505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Godbersen-Smith Construction Company
- EIN
- 42-0823217
- Plan number
- 001
- Location
- Ida Grove, IA
- Participants
- 699
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,667,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,667,307
- Employer contributions
- $1,072,160
- Participant contributions
- $2,491,233
- Total income / additions
- $12,836,850
- Benefits paid
- $7,439,376
- Administrative expenses
- $229,306
- Total expenses
- $7,691,839
- Net increase / (decrease)
- $5,145,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $201,854 | $0 |
| Us Bancorp Investments Inc | BROKER/ADVISER | $0 | $55,568 |
| Envestnet Retirement Solutions, LLC | OTHER | $21,962 | not reported in the loaded dataset |
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $5,490 | not reported in the loaded dataset |