2023 Form 5500 filing — Grace Lutheran Foundation, Inc. And Affiliates 401(K) 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 20240911102936NAL0012131392001) for Grace Lutheran Foundation, Inc. And Affiliates 401(K) Plan, reported by Grace Lutheran Foundation, Inc. under EIN 39-6040444 and plan number 001. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911102936NAL0012131392001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Grace Lutheran Foundation, Inc.
- EIN
- 39-6040444
- Plan number
- 001
- Location
- Eau Claire, WI
- Participants
- 338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,521,137
- Total liabilities (EOY)
- $5,866
- Net assets (EOY)
- $3,515,271
- Employer contributions
- $258,214
- Participant contributions
- $371,499
- Total income / additions
- $1,412,642
- Benefits paid
- $472,385
- Administrative expenses
- $43,554
- Total expenses
- $530,548
- Net increase / (decrease)
- $882,094
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Ins Co | CONTRACT ADMINISTRATOR | $40,603 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $14,906 |
| Morningstar Investment Management L | INV ADV PARTICIPANTS | $0 | $0 |