2023 Form 5500 filing — Germania Companies Employees Profit Sharing And Savings 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 20241014122908NAL0044481472001) for Germania Companies Employees Profit Sharing And Savings Plan, reported by Germania Farm Mutual Insurance Association under EIN 74-0643240 and plan number 003. It reports 621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122908NAL0044481472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Germania Farm Mutual Insurance Association
- EIN
- 74-0643240
- Plan number
- 003
- Location
- Brenham, TX
- Participants
- 621
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,735,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,735,183
- Employer contributions
- $2,888,882
- Participant contributions
- $3,428,316
- Total income / additions
- $18,300,929
- Benefits paid
- $10,229,611
- Administrative expenses
- $137,066
- Total expenses
- $10,366,677
- Net increase / (decrease)
- $7,934,252
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $136,980 | $0 |
| Capfinancial Partners LLC | CONSULTANT | $0 | $81,661 |
| Jaynes, Reitmeier, Boyd & Therrell, | ACCOUNTANT | $0 | $15,655 |