2023 Form 5500 filing — Goines & Associates 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 20240927145009NAL0001356899001) for Goines & Associates Retirement Plan, reported by Goines & Associates, Inc. under EIN 83-4351782 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$228.5KReported net assets$228,507
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240927145009NAL0001356899001
Plan sponsor
Goines & Associates, Inc.
EIN
83-4351782
Plan number
001
Location
Pontotoc, MS
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$228.5K total assets
Net assets$228.5KLiabilities
Money in vs. money out
Total income / additions-$23.6K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$228,507
Net assets (EOY)
$228,507
Total income / additions
-$23,608
Total expenses
$0
Net increase / (decrease)
-$23,608

Related Form 5500 pages