2023 Form 5500 filing — Retirement Plan Of Goodsill Anderson Quinn & Stifel
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 20241015201402NAL0015361107001) for Retirement Plan Of Goodsill Anderson Quinn & Stifel, reported by Goodsill Anderson Quinn & Stifel A Limited Liability Law Partnership under EIN 99-0087157 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015201402NAL0015361107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodsill Anderson Quinn & Stifel A Limited Liability Law Partnership
- EIN
- 99-0087157
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,735,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,735,869
- Employer contributions
- $655,647
- Participant contributions
- $918,859
- Total income / additions
- $8,097,006
- Benefits paid
- $3,091,603
- Administrative expenses
- $107,391
- Total expenses
- $3,198,994
- Net increase / (decrease)
- $4,898,012
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking | INVESTMENT ADVISOR | $71,202 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $36,189 | $0 |