Good Shepherd Services, Ltd 403(B) Retirement Plan — Form 5500 plan (Good Shepherd Services, Ltd)

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, Good Shepherd Services, Ltd 403(B) Retirement Plan is a benefit plan reported by Good Shepherd Services, Ltd under EIN 39-1319766 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $2,206,181 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Good Shepherd Services, Ltd
EIN
39-1319766
Plan number
001
Plan type
2
Location
Seymour, WI
Latest filing year
2023
Participants
213
End-of-year plan assets
$2,206,181

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20241007155651NAL0007750739001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,206,181
Net assets (EOY)
$2,206,181
Net assets (BOY)
$1,820,841

Income & contributions

Employer contributions
$27,168
Participant contributions
$191,420
Total contributions
$218,588
Total income / additions
$521,229

Expenses & distributions

Benefits paid
$116,022
Administrative expenses
$19,627
Total expenses
$135,889
Net increase / (decrease)
$385,340

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$16,098$02023
Harbour Investments IncBROKER-DEALER$0$4,9382023
Definiti LLCTHIRD PARTY ADMIN.$3,529$872023

Related Form 5500 pages