2023 Form 5500 filing — Geo Foundation 403(B) 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 20241014151949NAL0015192579001) for Geo Foundation 403(B) Plan, reported by Greater Educational Opportunities Foundation under EIN 95-4406881 and plan number 001. It reports 523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$7MReported net assets$6,978,516
Participants523
Provider compensation$82.7K3 Schedule C row(s)$82,718
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014151949NAL0015192579001
- Plan sponsor
- Greater Educational Opportunities Foundation
- EIN
- 95-4406881
- Plan number
- 001
- Location
- Indianapolis, IN
- 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)$7M total assets
Net assets$7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,978,516
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,978,516
- Employer contributions
- $434,938
- Participant contributions
- $546,421
- Total income / additions
- $1,965,489
- Benefits paid
- $326,891
- Administrative expenses
- $60,925
- Total expenses
- $387,816
- Net increase / (decrease)
- $1,577,673
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $45,886 | $0 |
| Ameriprise Financial Services, Inc | BROKER | $0 | $26,890 |
| Blue Benefits Consulting, Inc. | TPA | $9,942 | not reported in the loaded dataset |