2023 Form 5500 filing — Gfc 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 20240729175057NAL0012792147001) for Gfc Retirement Plan, reported by Goppert Financial Corp. under EIN 48-6113427 and plan number 003. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729175057NAL0012792147001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Goppert Financial Corp.
- EIN
- 48-6113427
- Plan number
- 003
- Location
- Lees Summit, MO
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,477,337
- Total liabilities (EOY)
- $4,010
- Net assets (EOY)
- $15,473,327
- Employer contributions
- $676,041
- Participant contributions
- $420,567
- Total income / additions
- $2,652,714
- Benefits paid
- $1,599,083
- Administrative expenses
- $87,018
- Total expenses
- $1,686,101
- Net increase / (decrease)
- $966,613
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning | NONE | $64,018 | not reported in the loaded dataset |
| Tpp Retirement Plan Specialists LLC | NONE | $23,000 | not reported in the loaded dataset |