2023 Form 5500 filing — Goldberg Companies, Inc. 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 20241011153553NAL0022240465001) for Goldberg Companies, Inc. 401(K) Plan, reported by Goldberg Companies, Inc. under EIN 34-0754969 and plan number 001. It reports 495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.5MReported net assets$11,492,934
Participants495
Provider compensation$73.8K3 Schedule C row(s)$73,758
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011153553NAL0022240465001
Plan sponsor
Goldberg Companies, Inc.
EIN
34-0754969
Plan number
001
Location
Beachwood, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$11.5M total assets
Net assets$11.5MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$620.4K
Benefits paid / distributions$511.8K
Contributions
Employer$173.3K
Participant$936.9K
Full reported line items
Total assets (EOY)
$11,492,934
Total liabilities (EOY)
$0
Net assets (EOY)
$11,492,934
Employer contributions
$173,289
Participant contributions
$936,905
Total income / additions
$2,924,508
Benefits paid
$511,789
Administrative expenses
$73,758
Total expenses
$620,418
Net increase / (decrease)
$2,304,090
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $36.7K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $34.2K
  3. 3
    INVESTMENT MGMT · Direct $2.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011153553NAL0022240465001 cover?
It is the 2023 Form 5500 filing for Goldberg Companies, Inc. 401(K) Plan, reported by Goldberg Companies, Inc. (EIN 34-0754969).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages