North Carolina Masonic Group Retirement Plan — Form 5500 plan (The Grand Lodge Of Ancient, Free And Accepted Masons Of North Carolina)
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, North Carolina Masonic Group Retirement Plan is a benefit plan reported by The Grand Lodge Of Ancient, Free And Accepted Masons Of North Carolina under EIN 56-0228750 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $5,964,784 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Grand Lodge Of Ancient, Free And Accepted Masons Of North Carolina
- EIN
- 56-0228750
- Plan number
- 001
- Plan type
- 2
- Location
- Greensboro, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 356 | H, C | 20241015105943NAL0014445011001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $5,964,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,964,784
- Net assets (BOY)
- $5,149,760
Income & contributions
- Employer contributions
- $398,894
- Participant contributions
- $347,176
- Total contributions
- $746,070
- Total income / additions
- $1,573,990
Expenses & distributions
- Benefits paid
- $720,971
- Administrative expenses
- $34,051
- Total expenses
- $758,966
- Net increase / (decrease)
- $815,024
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $18,677 | $0 | 2023 |
| Davenport & Company LLC | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $374 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Grand Lodge Of Ancient, Free And Accepted Masons Of North Carolina
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Greensboro, NC
- Empower Annuity Insurance Company O — Schedule C compensation
- Davenport & Company LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation