2023 Form 5500 filing — Greatamerica Financial Services Corporation 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 20241011174434NAL0044706850001) for Greatamerica Financial Services Corporation 401(K) Profit Sharing Plan, reported by Greatamerica Financial Services Corporation under EIN 42-1425592 and plan number 001. It reports 814 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011174434NAL0044706850001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greatamerica Financial Services Corporation
- EIN
- 42-1425592
- Plan number
- 001
- Location
- Cedar Rapids, IA
- Participants
- 814
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $154,497,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $154,497,299
- Employer contributions
- $5,225,085
- Participant contributions
- $6,840,768
- Total income / additions
- $37,380,651
- Benefits paid
- $8,696,085
- Administrative expenses
- $150,782
- Total expenses
- $8,864,288
- Net increase / (decrease)
- $28,516,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $87,322 | $0 |
| Capital Strategies Investment Group | CONSULTANT | $47,500 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | ACCOUNTANT | $15,960 | not reported in the loaded dataset |