Goldie B. Floberg Center 401(K) Profit Sharing Plan — Form 5500 plan (Goldie B. Floberg Center)
Plain-English plan 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, Goldie B. Floberg Center 401(K) Profit Sharing Plan is a benefit plan reported by Goldie B. Floberg Center under EIN 36-2167018 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $2,060,783 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goldie B. Floberg Center
- EIN
- 36-2167018
- Plan number
- 001
- Plan type
- 2
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $2,060,783
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20250225095556NAL0010727201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,060,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,060,783
- Net assets (BOY)
- $1,873,835
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $192,070
- Total contributions
- $192,070
- Total income / additions
- $468,396
Expenses & distributions
- Benefits paid
- $253,586
- Administrative expenses
- $27,862
- Total expenses
- $281,448
- Net increase / (decrease)
- $186,948
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Htlf Retirement Plan Services | INVESTMENT ADVISORY | $27,462 | not reported in the loaded dataset | 2023 |