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, Givens 403(B) Matching Retirement Plan is a benefit plan reported by Givens Estates, Inc. under EIN 51-0199312 and plan number 006. The latest loaded filing year is 2023. The filing reports 678 participants and $18,852,295 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,852,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,852,295
- Net assets (BOY)
- $15,726,164
Income & contributions
- Employer contributions
- $876,624
- Participant contributions
- $1,710,599
- Total contributions
- $2,773,296
- Total income / additions
- $5,062,357
Expenses & distributions
- Benefits paid
- $1,904,433
- Administrative expenses
- $31,793
- Total expenses
- $1,936,226
- Net increase / (decrease)
- $3,126,131