2023 Form 5500 filing — Gold Bond 401(K) 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 20241011095332NAL0012342371001) for Gold Bond 401(K) Plan, reported by Gold Bond, Inc under EIN 20-0347867 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095332NAL0012342371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gold Bond, Inc
- EIN
- 20-0347867
- Plan number
- 001
- Location
- Hixson, TN
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,077,689
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,077,689
- Employer contributions
- $162,901
- Participant contributions
- $270,661
- Total income / additions
- $1,222,547
- Benefits paid
- $436,390
- Administrative expenses
- $48,710
- Total expenses
- $485,100
- Net increase / (decrease)
- $737,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $16,799 | not reported in the loaded dataset |
| Erisa Services, Inc. | CONTRACT ADMIN | $10,103 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $4,002 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,449 | not reported in the loaded dataset |