2023 Form 5500 filing — Good Shepherd Manor, Inc. 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 20241009154939NAL0031771152001) for Good Shepherd Manor, Inc. Retirement Plan, reported by Good Shepherd Manor, Inc. under EIN 36-2693168 and plan number 002. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.3MReported net assets$2,336,671
Participants156
Provider compensation$27.9K6 Schedule C row(s)$27,924
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009154939NAL0031771152001
Plan sponsor
Good Shepherd Manor, Inc.
EIN
36-2693168
Plan number
002
Location
Momence, IL
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$651.6K
Total expenses$1M
Benefits paid / distributions$993.2K
Contributions
Employer$77.9K
Participant$271.5K
Full reported line items
Total assets (EOY)
$2,336,671
Total liabilities (EOY)
$0
Net assets (EOY)
$2,336,671
Employer contributions
$77,949
Participant contributions
$271,496
Total income / additions
$651,551
Benefits paid
$993,232
Administrative expenses
$17,799
Total expenses
$1,013,923
Net increase / (decrease)
-$362,372
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICE PROVIDER · Direct $9.7K · Indirect $0
  2. 2
    CONTRACT ADMIN · Direct $9.1K · Indirect $246
  3. 3
    INVESTMENT ADVISOR · Direct $0 · Indirect $6.4K
  4. 4
    INVESTMENT ADVISOR · Direct $1.6K
  5. 5
    THIRD PARTY ADMINISTRATO · Direct $0 · Indirect $814
  6. 6
    OTHER · Direct $3

Related Form 5500 pages