2023 Form 5500 filing — Goldberg Lindsay & Co. LLC 401(K) Profit Sharing 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 20241014145114NAL0015138659001) for Goldberg Lindsay & Co. LLC 401(K) Profit Sharing Plan, reported by Goldberg Lindsay & Co. LLC under EIN 13-4164879 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145114NAL0015138659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goldberg Lindsay & Co. LLC
- EIN
- 13-4164879
- Plan number
- 001
- Location
- New York, NY
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,898,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,898,732
- Employer contributions
- $1,675,420
- Participant contributions
- $1,645,950
- Total income / additions
- $13,589,738
- Benefits paid
- $7,196,744
- Administrative expenses
- $156,205
- Total expenses
- $7,355,057
- Net increase / (decrease)
- $6,234,681
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Capital Group | ADVISOR | $89,032 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $38,423 | $0 |
| Cherry Bekaert | AUDITOR | $15,000 | not reported in the loaded dataset |
| Pension Assurance Llp | AUDITOR | $13,750 | not reported in the loaded dataset |