403(B) Thrift Plan For Employees Of Greenwood Genetic Center — Form 5500 plan (Greenwood Genetic Center)

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, 403(B) Thrift Plan For Employees Of Greenwood Genetic Center is a benefit plan reported by Greenwood Genetic Center under EIN 57-0604070 and plan number 002. The latest loaded filing year is 2023. The filing reports 304 participants and $37,547,335 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$37.5MPlan net assets, end of year$37,547,335
Participants304Covered participants reported
Assets / participant$123.5KComputed: assets ÷ participants$123,511 (computed)
Provider compensation$1.5K1 Schedule C provider row(s)$1,452
Plan sponsor
Greenwood Genetic Center
EIN
57-0604070
Plan number
002
Plan type
2
Location
Greenwood, SC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023304H, C20250221121331NAL0010523504001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$37.5M total assets
Net assets$37.5MLiabilities$0
Money in vs. money out
Total income / additions$7.5M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$1.1M
Participant$976.7K
Full reported line items

Net assets

Total assets (EOY)
$37,547,335
Total liabilities (EOY)
$0
Net assets (EOY)
$37,547,335
Net assets (BOY)
$32,121,399

Income & contributions

Employer contributions
$1,133,923
Participant contributions
$976,716
Total contributions
$2,458,490
Total income / additions
$7,494,885

Expenses & distributions

Benefits paid
$2,067,163
Administrative expenses
$1,786
Total expenses
$2,068,949
Net increase / (decrease)
$5,425,936
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 54%Participant 46%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$1,452$02023

Related Form 5500 pages