Good Shepherd Manor, Inc. Retirement Plan — Form 5500 plan (Good Shepherd Manor, Inc.)
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, Good Shepherd Manor, Inc. Retirement Plan is a benefit plan reported by Good Shepherd Manor, Inc. under EIN 36-2693168 and plan number 002. The latest loaded filing year is 2023. The filing reports 156 participants and $2,336,671 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.3MPlan net assets, end of year$2,336,671
Participants156Covered participants reported
Assets / participant$15KComputed: assets ÷ participants$14,979 (computed)
Provider compensation$27.9K6 Schedule C provider row(s)$27,924
- Plan sponsor
- Good Shepherd Manor, Inc.
- EIN
- 36-2693168
- Plan number
- 002
- Plan type
- 2
- Location
- Momence, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241009154939NAL0031771152001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,336,671
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,336,671
- Net assets (BOY)
- $2,699,043
Income & contributions
- Employer contributions
- $77,949
- Participant contributions
- $271,496
- Total contributions
- $349,445
- Total income / additions
- $651,551
Expenses & distributions
- Benefits paid
- $993,232
- Administrative expenses
- $17,799
- Total expenses
- $1,013,923
- Net increase / (decrease)
- -$362,372
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets43%Computed ratio
Benefits paid ÷ total income152%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | SERVICE PROVIDER | $9,711 | $0 | 2023 |
| Map Retirement Of Illiana Inc | CONTRACT ADMIN | $9,139 | $246 | 2023 |
| Ameriprise Financial Services LLC | INVESTMENT ADVISOR | $0 | $6,389 | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $1,622 | not reported in the loaded dataset | 2023 |
| Map Retirement Of Illiana, Inc. | THIRD PARTY ADMINISTRATO | $0 | $814 | 2023 |
| Wells Fargo Advisors LLC | OTHER | $3 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Good Shepherd Manor, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Momence, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Map Retirement Of Illiana Inc — Schedule C compensation
- Ameriprise Financial Services LLC — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation