Goulston & Storrs Associates' 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 Associates' 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Goulston & Storrs Pc under EIN 04-2738098 and plan number 006. The latest loaded filing year is 2023. The filing reports 160 participants and $20,758,798 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goulston & Storrs Pc
- EIN
- 04-2738098
- Plan number
- 006
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HSch CView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $20,758,798
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,758,798
- Net assets (BOY)
- $17,257,993
Income & contributions
- Participant contributions
- $2,024,816
- Total contributions
- $2,067,867
- Total income / additions
- $5,739,755
Expenses & distributions
- Benefits paid
- $1,720,398
- Administrative expenses
- $47,044
- Total expenses
- $1,767,442
- Net increase / (decrease)
- $3,972,313
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
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