Masonic Villages Of The Grand Lodge Of Pennsylvania 403(B) Plan — Form 5500 plan (Masonic Villages Of The Grand Lodge Of Pennsylvania)

Plain-English plan 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, Masonic Villages Of The Grand Lodge Of Pennsylvania 403(B) Plan is a benefit plan reported by Masonic Villages Of The Grand Lodge Of Pennsylvania under EIN 23-0846955 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,788 participants and $152,107,885 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Masonic Villages Of The Grand Lodge Of Pennsylvania
EIN
23-0846955
Plan number
001
Plan type
2
Location
Elizabethtown, PA
Latest filing year
2023
Participants
2,788
End-of-year plan assets
$152,107,885

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,788H, C20241011120135NAL0036856128001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$152,107,885
Total liabilities (EOY)
$0
Net assets (EOY)
$152,107,885
Net assets (BOY)
$132,154,714

Income & contributions

Employer contributions
$3,623,979
Participant contributions
$7,212,439
Total contributions
$12,244,503
Total income / additions
$31,475,799

Expenses & distributions

Benefits paid
$11,301,239
Administrative expenses
$139,355
Total expenses
$11,522,628
Net increase / (decrease)
$19,953,171

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$139,355$02023

Related Form 5500 pages