Plan5500

Grand Lodge Of Iowa 401(K) Retirement Plan — Form 5500 plan (Grand Lodge Of Iowa, A.F. & A.M.)

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, Grand Lodge Of Iowa 401(K) Retirement Plan is a benefit plan reported by Grand Lodge Of Iowa, A.F. & A.M. under EIN 42-0280080 and plan number 002. The latest loaded filing year is 2023. The filing reports 166 participants and $4,577,708 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Grand Lodge Of Iowa, A.F. & A.M.
EIN
42-0280080
Plan number
002
Plan type
2
Location
Cedar Rapids, IA
Latest filing year
2023
Participants
166
End-of-year plan assets
$4,577,708

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20240627142807NAL0006378435001
2023170H, C20241023091315NAL0007995634001
2023161H, C20250523112937NAL0003410657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,719,857
Total liabilities (EOY)
$0
Net assets (EOY)
$5,719,857
Net assets (BOY)
$5,068,335

Income & contributions

Employer contributions
$161,938
Participant contributions
$194,505
Total contributions
$356,443
Total income / additions
$1,531,241

Expenses & distributions

Benefits paid
$871,875
Administrative expenses
$7,844
Total expenses
$879,719
Net increase / (decrease)
$651,522

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Interstate Bank Of CommerceINVESTMENT ADVISORY$0$12,3522023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$7,843$02023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$5,051$02023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$2,295$02023

Related Form 5500 pages