2023 Form 5500 filing — Gooch & Housego 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 20260319142304NAL0004255281001) for Gooch & Housego 401(K) Plan, reported by Gooch & Housego (Ohio) LLC. under EIN 34-1125695 and plan number 001. It reports 550 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260319142304NAL0004255281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gooch & Housego (Ohio) LLC.
- EIN
- 34-1125695
- Plan number
- 001
- Location
- Highland Heights, OH
- Participants
- 550
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,999,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,999,875
- Employer contributions
- $1,577,609
- Participant contributions
- $3,164,630
- Total income / additions
- $15,167,961
- Benefits paid
- $10,620,514
- Administrative expenses
- $174,351
- Total expenses
- $10,812,767
- Net increase / (decrease)
- $4,355,194
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $174,351 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $76,020 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |