2023 Form 5500 filing — Immanuel 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 20241011094315NAL0010780179001) for Immanuel Retirement Plan, reported by Immanuel under EIN 47-0733774 and plan number 001. It reports 1,669 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)$44.1MReported net assets$44,080,171
Participants1.7K1,669
Provider compensation$141.5K2 Schedule C row(s)$141,549
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011094315NAL0010780179001
- Plan sponsor
- Immanuel
- EIN
- 47-0733774
- Plan number
- 001
- Location
- Omaha, NE
- 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)$44.1M total assets
Net assets$44.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $44,080,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,080,171
- Employer contributions
- $2,475,762
- Participant contributions
- $3,396,204
- Total income / additions
- $12,464,443
- Benefits paid
- $4,269,244
- Administrative expenses
- $141,549
- Total expenses
- $4,414,971
- Net increase / (decrease)
- $8,049,472
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $99,071 | $0 |
| Rbc Capital Markets LLC | INVESTMENT ADVISORY | $42,478 | not reported in the loaded dataset |