Good Neighbor Society Employees' 401(K) Plan — Form 5500 plan (Good Neighbor Society)
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 Neighbor Society Employees' 401(K) Plan is a benefit plan reported by Good Neighbor Society under EIN 42-0846668 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $4,169,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Good Neighbor Society
- EIN
- 42-0846668
- Plan number
- 001
- Plan type
- 2
- Location
- Manchester, IA
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $4,169,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20240801124609NAL0022908129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,169,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,169,921
- Net assets (BOY)
- $3,320,255
Income & contributions
- Employer contributions
- $185,140
- Participant contributions
- $290,811
- Total contributions
- $475,951
- Total income / additions
- $1,104,529
Expenses & distributions
- Benefits paid
- $221,154
- Administrative expenses
- $33,709
- Total expenses
- $254,863
- Net increase / (decrease)
- $849,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Avantax Retirement Plan Services | NA | $33,709 | not reported in the loaded dataset | 2023 |