Godbersen-Smith Construction Company 401(K) Profit Sharing Plan — Form 5500 plan (Godbersen-Smith Construction Company)
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, Godbersen-Smith Construction Company 401(K) Profit Sharing Plan is a benefit plan reported by Godbersen-Smith Construction Company under EIN 42-0823217 and plan number 001. The latest loaded filing year is 2023. The filing reports 699 participants and $59,667,307 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Godbersen-Smith Construction Company
- EIN
- 42-0823217
- Plan number
- 001
- Plan type
- 2
- Location
- Ida Grove, IA
- Latest filing year
- 2023
- Participants
- 699
- End-of-year plan assets
- $59,667,307
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 699 | H, C | 20240823151327NAL0006487505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,667,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,667,307
- Net assets (BOY)
- $54,522,296
Income & contributions
- Employer contributions
- $1,072,160
- Participant contributions
- $2,491,233
- Total contributions
- $3,563,393
- Total income / additions
- $12,836,850
Expenses & distributions
- Benefits paid
- $7,439,376
- Administrative expenses
- $229,306
- Total expenses
- $7,691,839
- Net increase / (decrease)
- $5,145,011
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $201,854 | $0 | 2023 |
| Us Bancorp Investments Inc | BROKER/ADVISER | $0 | $55,568 | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $21,962 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $5,490 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Godbersen-Smith Construction Company
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Ida Grove, IA
- Empower Annuity Insurance Company O — Schedule C compensation
- Us Bancorp Investments Inc — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Northwestern Mutual Wealth Mgmt Co — Schedule C compensation