Greatamerica Financial Services Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Greatamerica Financial Services Corporation)
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, Greatamerica Financial Services Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Greatamerica Financial Services Corporation under EIN 42-1425592 and plan number 001. The latest loaded filing year is 2023. The filing reports 814 participants and $154,497,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greatamerica Financial Services Corporation
- EIN
- 42-1425592
- Plan number
- 001
- Plan type
- 2
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 814
- End-of-year plan assets
- $154,497,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 814 | H, C | 20241011174434NAL0044706850001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $154,497,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $154,497,299
- Net assets (BOY)
- $125,980,936
Income & contributions
- Employer contributions
- $5,225,085
- Participant contributions
- $6,840,768
- Total contributions
- $13,122,974
- Total income / additions
- $37,380,651
Expenses & distributions
- Benefits paid
- $8,696,085
- Administrative expenses
- $150,782
- Total expenses
- $8,864,288
- Net increase / (decrease)
- $28,516,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $87,322 | $0 | 2023 |
| Capital Strategies Investment Group | CONSULTANT | $47,500 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | ACCOUNTANT | $15,960 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Greatamerica Financial Services Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Rapids, IA
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Capital Strategies Investment Group — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation