2023 Form 5500 filing — Givens 403(B) Matching 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 20241014143908NAL0026434241001) for Givens 403(B) Matching Retirement Plan, reported by Givens Estates, Inc. under EIN 51-0199312 and plan number 006. It reports 678 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143908NAL0026434241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Givens Estates, Inc.
- EIN
- 51-0199312
- Plan number
- 006
- Location
- Asheville, NC
- Participants
- 678
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,852,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,852,295
- Employer contributions
- $876,624
- Participant contributions
- $1,710,599
- Total income / additions
- $5,062,357
- Benefits paid
- $1,904,433
- Administrative expenses
- $31,793
- Total expenses
- $1,936,226
- Net increase / (decrease)
- $3,126,131
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | OTHER SERVICES | $0 | $58,093 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,493 | $0 |