2023 Form 5500 filing — Good Neighbor Society Employees' 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240801124609NAL0022908129001) for Good Neighbor Society Employees' 401(K) Plan, reported by Good Neighbor Society under EIN 42-0846668 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240801124609NAL0022908129001
Filing year
2023
Form type
2
Plan sponsor
Good Neighbor Society
EIN
42-0846668
Plan number
001
Location
Manchester, IA
Participants
184
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,169,921
Total liabilities (EOY)
$0
Net assets (EOY)
$4,169,921
Employer contributions
$185,140
Participant contributions
$290,811
Total income / additions
$1,104,529
Benefits paid
$221,154
Administrative expenses
$33,709
Total expenses
$254,863
Net increase / (decrease)
$849,666
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Avantax Retirement Plan ServicesNA$33,709not reported in the loaded dataset

Related Form 5500 pages