2023 Form 5500 filing — Goldie B. Floberg Center 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 20250225095556NAL0010727201001) for Goldie B. Floberg Center 401(K) Profit Sharing Plan, reported by Goldie B. Floberg Center under EIN 36-2167018 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250225095556NAL0010727201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goldie B. Floberg Center
- EIN
- 36-2167018
- Plan number
- 001
- Location
- Rockford, IL
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,060,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,060,783
- Employer contributions
- $0
- Participant contributions
- $192,070
- Total income / additions
- $468,396
- Benefits paid
- $253,586
- Administrative expenses
- $27,862
- Total expenses
- $281,448
- Net increase / (decrease)
- $186,948
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Htlf Retirement Plan Services | INVESTMENT ADVISORY | $27,462 | not reported in the loaded dataset |