Gotwals, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Gotwals, Inc. (EIN 35-1121074) is a plan sponsor located in Oley, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-1121074
Location
Oley, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$20,767,973
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$20,767,973

Contributions & income

Employer contributions
$228,237
Participant contributions
$1,168,968
Total income / additions
$4,057,070

Expenses & distributions

Benefits paid / distributions
$1,104,584
Total expenses
$1,209,402
Net increase / (decrease)
$2,847,668

Coverage

Total reported participants
594
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Gotwals, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Gotwals, Inc. Profit Sharing Plan001333$20,767,9732023
Gotwals, Inc. Group Health & Disability Plan501261not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Gotwals, Inc.
YearPlanParticipantsSchedulesFiling
2023Gotwals, Inc. Profit Sharing Plan333H, C20240926163857NAL0000952497001
2023Gotwals, Inc. Group Health & Disability Plan26120241211145642NAL0007136115001

Related Form 5500 pages