2023 Form 5500 filing — Goraleigh Pension 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 20250529115233NAL0007297729001) for Goraleigh Pension Plan, reported by Goraleigh under EIN 75-1626932 and plan number 003. It reports 510 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)$18.8MReported net assets$18,807,018
Participants510
Provider compensation$112.4K2 Schedule C row(s)$112,367
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250529115233NAL0007297729001
Plan sponsor
Goraleigh
EIN
75-1626932
Plan number
003
Location
Fort Worth, TX
Received date
not reported in the loaded dataset
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)$18.8M total assets
Net assets$18.8MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$803.3K
Participant$803.3K
Full reported line items
Total assets (EOY)
$18,807,018
Total liabilities (EOY)
$0
Net assets (EOY)
$18,807,018
Employer contributions
$803,297
Participant contributions
$803,297
Total income / additions
$3,400,061
Benefits paid
$1,321,764
Administrative expenses
$94,807
Total expenses
$1,416,571
Net increase / (decrease)
$1,983,490

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Stancorp Financial GroupNONE$92,667not reported in the loaded dataset
Batchelor, Tillery & RobertsNONE$19,700not reported in the loaded dataset

Related Form 5500 pages