Good Shepherd Lutheran Home Profit Sharing & 401(K) Plan — Form 5500 plan (Good Shepherd Lutheran Home)
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 Lutheran Home Profit Sharing & 401(K) Plan is a benefit plan reported by Good Shepherd Lutheran Home under EIN 41-0851905 and plan number 002. The latest loaded filing year is 2023. The filing reports 319 participants and $7,730,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Good Shepherd Lutheran Home
- EIN
- 41-0851905
- Plan number
- 002
- Plan type
- 2
- Location
- Sauk Rapids, MN
- Latest filing year
- 2023
- Participants
- 319
- End-of-year plan assets
- $7,730,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 319 | H, C | 20240726120200NAL0015920129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,730,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,730,056
- Net assets (BOY)
- $6,524,549
Income & contributions
- Employer contributions
- $163,966
- Participant contributions
- $515,388
- Total contributions
- $702,759
- Total income / additions
- $1,805,618
Expenses & distributions
- Benefits paid
- $561,039
- Administrative expenses
- $39,072
- Total expenses
- $600,111
- Net increase / (decrease)
- $1,205,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bremer Bank National Association | TRUSTEE | $20,491 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $18,581 | $0 | 2023 |