Plan5500

Goulston & Storrs 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Goulston & Storrs Pc)

Plain-English plan 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, Goulston & Storrs 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Goulston & Storrs Pc under EIN 04-2738098 and plan number 002. The latest loaded filing year is 2023. The filing reports 465 participants and $371,115,575 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$371.1MPlan net assets, end of year$371,115,575
Participants465Covered participants reported
Assets / participant$798.1KComputed: assets ÷ participants$798,098 (computed)
Provider compensation$295.5K4 Schedule C provider row(s)$295,509
Plan sponsor
Goulston & Storrs Pc
EIN
04-2738098
Plan number
002
Plan type
2
Location
Boston, MA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    465 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$371.1M total assets
Net assets$371.1MLiabilities$0
Money in vs. money out
Total income / additions$80.7M
Total expenses$16M
Benefits paid / distributions$15.7M
Contributions
Employer$7.8M
Participant$5.5M
Full reported line items

Net assets

Total assets (EOY)
$371,115,575
Total liabilities (EOY)
$0
Net assets (EOY)
$371,115,575
Net assets (BOY)
$305,917,579

Income & contributions

Employer contributions
$7,783,148
Participant contributions
$5,518,728
Total contributions
$28,186,445
Total income / additions
$80,683,748

Expenses & distributions

Benefits paid
$15,659,596
Administrative expenses
$297,664
Total expenses
$15,957,260
Net increase / (decrease)
$64,726,488
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 59%Participant 41%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$144.6K
    NONE · Direct $144.6K · Indirect $0
  2. 2
    Morgan Stanley$119.6K
    NONE · Direct $119.6K
  3. 3
    Pricewaterhousecoopers Llp$31K
    NONE · Direct $31K
  4. 4
    Qdro Consultants$300
    NONE · Direct $300

Related Form 5500 pages