2023 Form 5500 filing — Goldman & Associated Companies Employees Profit Sharing Plan & Trust
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 20241014131615NAL0053663810001) for Goldman & Associated Companies Employees Profit Sharing Plan & Trust, reported by Goldman Equipment L.L.C. under EIN 72-0968256 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131615NAL0053663810001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goldman Equipment L.L.C.
- EIN
- 72-0968256
- Plan number
- 001
- Location
- West Monroe, LA
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,840,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,840,885
- Employer contributions
- $484,174
- Participant contributions
- $841,937
- Total income / additions
- $3,420,547
- Benefits paid
- $3,071,515
- Administrative expenses
- $87,250
- Total expenses
- $3,158,765
- Net increase / (decrease)
- $261,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Second Line Capital, LLC | RIA | $20,755 | not reported in the loaded dataset |
| Advisor Resource Council | RIA | $10,804 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $0 | $0 |