2023 Form 5500 filing — Grand Lodge Of Iowa 401(K) Retirement 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 20241023091315NAL0007995634001) for Grand Lodge Of Iowa 401(K) Retirement Plan, reported by Grand Lodge Of Iowa, A.F. & A.M. under EIN 42-0280080 and plan number 002. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241023091315NAL0007995634001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grand Lodge Of Iowa, A.F. & A.M.
- EIN
- 42-0280080
- Plan number
- 002
- Location
- Cedar Rapids, IA
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,719,857
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,719,857
- Employer contributions
- $161,938
- Participant contributions
- $194,505
- Total income / additions
- $1,531,241
- Benefits paid
- $871,875
- Administrative expenses
- $7,844
- Total expenses
- $879,719
- Net increase / (decrease)
- $651,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Interstate Bank Of Commerce | INVESTMENT ADVISORY | $0 | $12,352 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,843 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,051 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,295 | $0 |