2023 Form 5500 filing — North Carolina Masonic Group 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 20241015105943NAL0014445011001) for North Carolina Masonic Group Retirement Plan, reported by The Grand Lodge Of Ancient, Free And Accepted Masons Of North Carolina under EIN 56-0228750 and plan number 001. It reports 356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6MReported net assets$5,964,784
Participants356
Provider compensation$34.1K3 Schedule C row(s)$34,051
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015105943NAL0014445011001
- Plan sponsor
- The Grand Lodge Of Ancient, Free And Accepted Masons Of North Carolina
- EIN
- 56-0228750
- Plan number
- 001
- Location
- Greensboro, NC
- 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)$6M total assets
Net assets$6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,964,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,964,784
- Employer contributions
- $398,894
- Participant contributions
- $347,176
- Total income / additions
- $1,573,990
- Benefits paid
- $720,971
- Administrative expenses
- $34,051
- Total expenses
- $758,966
- Net increase / (decrease)
- $815,024
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $18,677 | $0 |
| Davenport & Company LLC | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $374 | not reported in the loaded dataset |