2023 Form 5500 filing — Great Minds Pbc 401k 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 20241014161704NAL0015277315001) for Great Minds Pbc 401k Plan, reported by Great Minds Pbc under EIN 84-3785772 and plan number 001. It reports 1,146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161704NAL0015277315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Great Minds Pbc
- EIN
- 84-3785772
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 1,146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,619,856
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,619,856
- Employer contributions
- $5,586,803
- Participant contributions
- $9,699,204
- Total income / additions
- $25,671,428
- Benefits paid
- $2,500,542
- Administrative expenses
- $97,774
- Total expenses
- $2,598,372
- Net increase / (decrease)
- $23,073,056
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORD KEEPER | $75,274 | $0 |
| Alliant Retirement Services, LLC | INVESTMENT/FINANCIAL ADV | $22,500 | not reported in the loaded dataset |