2023 Form 5500 filing — Boys & Girls Clubs Of The Midlands 401(K) Profit Sharing 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 20241015122328NAL0047887344001) for Boys & Girls Clubs Of The Midlands 401(K) Profit Sharing Plan, reported by Boys & Girls Clubs Of The Midlands under EIN 47-0467350 and plan number 003. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122328NAL0047887344001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boys & Girls Clubs Of The Midlands
- EIN
- 47-0467350
- Plan number
- 003
- Location
- Omaha, NE
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,192,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,192,263
- Employer contributions
- $290,322
- Participant contributions
- $132,849
- Total income / additions
- $1,101,068
- Benefits paid
- $878,777
- Administrative expenses
- $32,079
- Total expenses
- $910,856
- Net increase / (decrease)
- $190,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,273 | $0 |
| Silverstone Asset Management, Inc. | INVESTMENT ADVISORY | $0 | $12,034 |
| Ascensus Holdings, Inc. | CONTRACT ADMINISTRATOR | $4,963 | $1,880 |
| Morningstar Investment Mgmt LLC | INV ADV, PARTICIPANTS | $0 | $0 |