Grace Lutheran Foundation, Inc. And Affiliates 401(K) Plan — Form 5500 plan (Grace Lutheran Foundation, 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, Grace Lutheran Foundation, Inc. And Affiliates 401(K) Plan is a benefit plan reported by Grace Lutheran Foundation, Inc. under EIN 39-6040444 and plan number 001. The latest loaded filing year is 2023. The filing reports 338 participants and $3,521,137 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grace Lutheran Foundation, Inc.
- EIN
- 39-6040444
- Plan number
- 001
- Plan type
- 3
- Location
- Eau Claire, WI
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $3,521,137
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20240911102936NAL0012131392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,521,137
- Total liabilities (EOY)
- $5,866
- Net assets (EOY)
- $3,515,271
- Net assets (BOY)
- $2,633,177
Income & contributions
- Employer contributions
- $258,214
- Participant contributions
- $371,499
- Total contributions
- $927,971
- Total income / additions
- $1,412,642
Expenses & distributions
- Benefits paid
- $472,385
- Administrative expenses
- $43,554
- Total expenses
- $530,548
- Net increase / (decrease)
- $882,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Ins Co | CONTRACT ADMINISTRATOR | $40,603 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $14,906 | 2023 |
| Morningstar Investment Management L | INV ADV PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grace Lutheran Foundation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Eau Claire, WI
- Principal Life Ins Co — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation