2023 Form 5500 filing — Stephen Gould Corporation 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 20241003152219NAL0010730337001) for Stephen Gould Corporation Retirement Plan, reported by Stephen Gould Corporation under EIN 22-1550787 and plan number 003. It reports 655 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003152219NAL0010730337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stephen Gould Corporation
- EIN
- 22-1550787
- Plan number
- 003
- Location
- Madison, NJ
- Participants
- 655
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,276,351
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,276,351
- Employer contributions
- $1,103,823
- Participant contributions
- $3,724,560
- Total income / additions
- $14,635,686
- Benefits paid
- $1,803,322
- Administrative expenses
- $72,240
- Total expenses
- $1,877,100
- Net increase / (decrease)
- $12,758,586
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR/INVESTMENT ADV | $54,618 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $17,481 | $0 |