Goulston & Storrs Cash Balance Plan For Directors — 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 Cash Balance Plan For Directors is a benefit plan reported by Goulston & Storrs Pc under EIN 04-2738098 and plan number 007. The latest loaded filing year is 2023. The filing reports 154 participants and $72,185,922 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
- 007
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $72,185,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20250114140831NAL0031854048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,185,922
- Total liabilities (EOY)
- $1,148,856
- Net assets (EOY)
- $71,037,066
- Net assets (BOY)
- $74,919,251
Income & contributions
- Employer contributions
- $11,862,022
- Total contributions
- $11,862,022
- Total income / additions
- $14,120,146
Expenses & distributions
- Benefits paid
- $17,780,450
- Administrative expenses
- $221,881
- Total expenses
- $18,002,331
- Net increase / (decrease)
- -$3,882,185
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gw&K Investment Management | NONE | $169,065 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Company | NONE | $25,316 | $0 | 2023 |