Great Minds Pbc 401k Plan — Form 5500 plan (Great Minds Pbc)

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, Great Minds Pbc 401k Plan is a benefit plan reported by Great Minds Pbc under EIN 84-3785772 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,146 participants and $60,619,856 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Great Minds Pbc
EIN
84-3785772
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
1,146
End-of-year plan assets
$60,619,856

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,146H, C20241014161704NAL0015277315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,619,856
Total liabilities (EOY)
$0
Net assets (EOY)
$60,619,856
Net assets (BOY)
$37,546,800

Income & contributions

Employer contributions
$5,586,803
Participant contributions
$9,699,204
Total contributions
$17,255,654
Total income / additions
$25,671,428

Expenses & distributions

Benefits paid
$2,500,542
Administrative expenses
$97,774
Total expenses
$2,598,372
Net increase / (decrease)
$23,073,056

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORD KEEPER$75,274$02023
Alliant Retirement Services, LLCINVESTMENT/FINANCIAL ADV$22,500not reported in the loaded dataset2023

Related Form 5500 pages