2023 Form 5500 filing — Girl Scouts Of Wisconsin Southeast, Inc. 403(B) Thrift 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 20240919120030NAL0012610802001) for Girl Scouts Of Wisconsin Southeast, Inc. 403(B) Thrift Plan, reported by Girl Scouts Of Wisconsin Southeast, Inc. under EIN 39-0892833 and plan number 003. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919120030NAL0012610802001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Girl Scouts Of Wisconsin Southeast, Inc.
- EIN
- 39-0892833
- Plan number
- 003
- Location
- Milwaukee, WI
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,983,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,983,343
- Employer contributions
- $128,360
- Participant contributions
- $277,679
- Total income / additions
- $1,331,170
- Benefits paid
- $2,386,442
- Administrative expenses
- $20,359
- Total expenses
- $2,406,801
- Net increase / (decrease)
- -$1,075,631
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Retirement Advantage Inc | OTHER SERVICES | $0 | $14,597 |
| Global Retirement Partners LLC | INVSTMENT ADVISORY | $11,101 | $19 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $9,246 | $0 |