Givens 403(B) Matching Retirement Plan — Form 5500 plan (Givens Estates, 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, Givens 403(B) Matching Retirement Plan is a benefit plan reported by Givens Estates, Inc. under EIN 51-0199312 and plan number 006. The latest loaded filing year is 2023. The filing reports 678 participants and $18,852,295 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Givens Estates, Inc.
EIN
51-0199312
Plan number
006
Plan type
2
Location
Asheville, NC
Latest filing year
2023
Participants
678
End-of-year plan assets
$18,852,295

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023678H, C20241014143908NAL0026434241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,852,295
Total liabilities (EOY)
$0
Net assets (EOY)
$18,852,295
Net assets (BOY)
$15,726,164

Income & contributions

Employer contributions
$876,624
Participant contributions
$1,710,599
Total contributions
$2,773,296
Total income / additions
$5,062,357

Expenses & distributions

Benefits paid
$1,904,433
Administrative expenses
$31,793
Total expenses
$1,936,226
Net increase / (decrease)
$3,126,131

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyOTHER SERVICES$0$58,0932023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$31,493$02023

Related Form 5500 pages