2023 Form 5500 filing — Richard Goettle, Inc. 401(K) 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 20250903123347NAL0025916608001) for Richard Goettle, Inc. 401(K) Plan, reported by Goettle Holding Company, Inc. under EIN 31-0589745 and plan number 002. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250903123347NAL0025916608001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goettle Holding Company, Inc.
- EIN
- 31-0589745
- Plan number
- 002
- Location
- Cincinnati, OH
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,936,362
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,936,362
- Employer contributions
- $712,669
- Participant contributions
- $1,304,010
- Total income / additions
- $4,773,498
- Benefits paid
- $983,646
- Administrative expenses
- $66,639
- Total expenses
- $1,050,285
- Net increase / (decrease)
- $3,723,213
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $66,639 | $0 |
| Valmark Advisers | INVESTMENT ADVISORY | $0 | $36,880 |