2023 Form 5500 filing — Good Shepherd Services, Ltd 403(B) Retirement 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 20241007155651NAL0007750739001) for Good Shepherd Services, Ltd 403(B) Retirement Plan, reported by Good Shepherd Services, Ltd under EIN 39-1319766 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007155651NAL0007750739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Good Shepherd Services, Ltd
- EIN
- 39-1319766
- Plan number
- 001
- Location
- Seymour, WI
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,206,181
- Net assets (EOY)
- $2,206,181
- Employer contributions
- $27,168
- Participant contributions
- $191,420
- Total income / additions
- $521,229
- Benefits paid
- $116,022
- Administrative expenses
- $19,627
- Total expenses
- $135,889
- Net increase / (decrease)
- $385,340
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $16,098 | $0 |
| Harbour Investments Inc | BROKER-DEALER | $0 | $4,938 |
| Definiti LLC | THIRD PARTY ADMIN. | $3,529 | $87 |