Girl Scouts Of Wisconsin Southeast, Inc. 403(B) Thrift Plan — Form 5500 plan (Girl Scouts Of Wisconsin Southeast, Inc.)
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, Girl Scouts Of Wisconsin Southeast, Inc. 403(B) Thrift Plan is a benefit plan reported by Girl Scouts Of Wisconsin Southeast, Inc. under EIN 39-0892833 and plan number 003. The latest loaded filing year is 2023. The filing reports 165 participants and $7,983,343 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Girl Scouts Of Wisconsin Southeast, Inc.
- EIN
- 39-0892833
- Plan number
- 003
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $7,983,343
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20240919120030NAL0012610802001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,983,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,983,343
- Net assets (BOY)
- $9,058,974
Income & contributions
- Employer contributions
- $128,360
- Participant contributions
- $277,679
- Total contributions
- $526,104
- Total income / additions
- $1,331,170
Expenses & distributions
- Benefits paid
- $2,386,442
- Administrative expenses
- $20,359
- Total expenses
- $2,406,801
- Net increase / (decrease)
- -$1,075,631
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Advantage Inc | OTHER SERVICES | $0 | $14,597 | 2023 |
| Global Retirement Partners LLC | INVSTMENT ADVISORY | $11,101 | $19 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $9,246 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Girl Scouts Of Wisconsin Southeast, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- The Retirement Advantage Inc — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation