Boys & Girls Clubs Of The Midlands 401(K) Profit Sharing Plan — Form 5500 plan (Boys & Girls Clubs Of The Midlands)
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, Boys & Girls Clubs Of The Midlands 401(K) Profit Sharing Plan is a benefit plan reported by Boys & Girls Clubs Of The Midlands under EIN 47-0467350 and plan number 003. The latest loaded filing year is 2023. The filing reports 124 participants and $4,192,263 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boys & Girls Clubs Of The Midlands
- EIN
- 47-0467350
- Plan number
- 003
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $4,192,263
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241015122328NAL0047887344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,192,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,192,263
- Net assets (BOY)
- $4,002,051
Income & contributions
- Employer contributions
- $290,322
- Participant contributions
- $132,849
- Total contributions
- $491,320
- Total income / additions
- $1,101,068
Expenses & distributions
- Benefits paid
- $878,777
- Administrative expenses
- $32,079
- Total expenses
- $910,856
- Net increase / (decrease)
- $190,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,273 | $0 | 2023 |
| Silverstone Asset Management, Inc. | INVESTMENT ADVISORY | $0 | $12,034 | 2023 |
| Ascensus Holdings, Inc. | CONTRACT ADMINISTRATOR | $4,963 | $1,880 | 2023 |
| Morningstar Investment Mgmt LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boys & Girls Clubs Of The Midlands
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Principal Life Insurance Company — Schedule C compensation
- Silverstone Asset Management, Inc. — Schedule C compensation
- Ascensus Holdings, Inc. — Schedule C compensation
- Morningstar Investment Mgmt LLC — Schedule C compensation