Germantown Mutual Insurance Company 401(K) Retirement Plan — Form 5500 plan (Germantown Mutual Insurance Company)
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, Germantown Mutual Insurance Company 401(K) Retirement Plan is a benefit plan reported by Germantown Mutual Insurance Company under EIN 39-0303590 and plan number 002. The latest loaded filing year is 2023. The filing reports 57 participants and $13,564,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Germantown Mutual Insurance Company
- EIN
- 39-0303590
- Plan number
- 002
- Plan type
- 2
- Location
- Germantown, WI
- Latest filing year
- 2023
- Participants
- 57
- End-of-year plan assets
- $13,564,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 57 | I | 20240618142017NAL0002316801001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,564,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,564,765
- Net assets (BOY)
- $11,575,634
Income & contributions
- Employer contributions
- $322,909
- Participant contributions
- $364,915
- Total income / additions
- $2,481,742
Expenses & distributions
- Benefits paid
- $446,955
- Administrative expenses
- $45,656
- Total expenses
- $492,611
- Net increase / (decrease)
- $1,989,131
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.