Geo Foundation 403(B) Plan — Form 5500 plan (Greater Educational Opportunities Foundation)
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, Geo Foundation 403(B) Plan is a benefit plan reported by Greater Educational Opportunities Foundation under EIN 95-4406881 and plan number 001. The latest loaded filing year is 2023. The filing reports 523 participants and $6,978,516 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7MPlan net assets, end of year$6,978,516
Participants523Covered participants reported
Assets / participant$13.3KComputed: assets ÷ participants$13,343 (computed)
Provider compensation$82.7K3 Schedule C provider row(s)$82,718
- Plan sponsor
- Greater Educational Opportunities Foundation
- EIN
- 95-4406881
- Plan number
- 001
- Plan type
- 3
- Location
- Indianapolis, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 523 | H, C | 20241014151949NAL0015192579001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7M total assets
Net assets$7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,978,516
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,978,516
- Net assets (BOY)
- $5,400,843
Income & contributions
- Employer contributions
- $434,938
- Participant contributions
- $546,421
- Total contributions
- $981,359
- Total income / additions
- $1,965,489
Expenses & distributions
- Benefits paid
- $326,891
- Administrative expenses
- $60,925
- Total expenses
- $387,816
- Net increase / (decrease)
- $1,577,673
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
44%56%
Employer 44%Participant 56%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $45,886 | $0 | 2023 |
| Ameriprise Financial Services, Inc | BROKER | $0 | $26,890 | 2023 |
| Blue Benefits Consulting, Inc. | TPA | $9,942 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Greater Educational Opportunities Foundation
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Empower Annuity Ins Co Of America — Schedule C compensation
- Ameriprise Financial Services, Inc — Schedule C compensation
- Blue Benefits Consulting, Inc. — Schedule C compensation