2023 Form 5500 filing — Goodhart Sons, Inc. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725110720NAL0031066562001) for Goodhart Sons, Inc. 401(K) Retirement Plan, reported by Goodhart Sons, Inc. under EIN 23-1685243 and plan number 002. It reports 111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725110720NAL0031066562001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodhart Sons, Inc.
- EIN
- 23-1685243
- Plan number
- 002
- Location
- Lancaster, PA
- Participants
- 111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,657,963
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,657,963
- Employer contributions
- $274,870
- Participant contributions
- $590,933
- Total income / additions
- $2,248,889
- Benefits paid
- $814,825
- Administrative expenses
- $34,680
- Total expenses
- $849,505
- Net increase / (decrease)
- $1,399,384
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Domani Wealth LLC | INVESTMENT ADVISOR | $17,403 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,450 | $0 |
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $5,981 | not reported in the loaded dataset |
| Pa Retirement Solutions, Inc. | CONTRACT ADMIN | $0 | $5,000 |
| Savant Capital LLC | INVESTMENT ADVISOR | $4,072 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,862 | not reported in the loaded dataset |