Great Circle Retirement Savings Plan — Form 5500 plan (Great Circle)
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, Great Circle Retirement Savings Plan is a benefit plan reported by Great Circle under EIN 43-0681471 and plan number 001. The latest loaded filing year is 2023. The filing reports 857 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Great Circle
- EIN
- 43-0681471
- Plan number
- 001
- Plan type
- 2
- Location
- St. James, MO
- Latest filing year
- 2023
- Participants
- 857
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 857 | H, C | 20240731135926NAL0014385987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $19,406,490
Income & contributions
- Employer contributions
- $193,152
- Participant contributions
- $245,244
- Total contributions
- $459,054
- Total income / additions
- $1,747,487
Expenses & distributions
- Benefits paid
- $21,076,230
- Administrative expenses
- $77,747
- Total expenses
- $21,153,977
- Net increase / (decrease)
- -$19,406,490
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $77,747 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $11,944 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |