2023 Form 5500 filing — The Goodman Group, Its Members & Affil. Retirement Savings 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 20241014103805NAL0025940065001) for The Goodman Group, Its Members & Affil. Retirement Savings Plan, reported by The Goodman Group, Inc. under EIN 41-1914496 and plan number 001. It reports 3,903 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103805NAL0025940065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Goodman Group, Inc.
- EIN
- 41-1914496
- Plan number
- 001
- Location
- Chaska, MN
- Participants
- 3,903
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,904,861
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,904,861
- Employer contributions
- $2,362,270
- Participant contributions
- $5,866,918
- Total income / additions
- $19,023,997
- Benefits paid
- $6,574,487
- Administrative expenses
- $186,877
- Total expenses
- $6,839,993
- Net increase / (decrease)
- $12,184,004
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $138,010 | $0 |
| 401k Advisors Inc | INVESTMENT/FINANCIAL ADVI | $47,816 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |