Martin, Goodrich & Waddell, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Martin, Goodrich & Waddell, Inc.)
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, Martin, Goodrich & Waddell, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Martin, Goodrich & Waddell, Inc. under EIN 20-0248665 and plan number 002. The latest loaded filing year is 2023. The filing reports 13 participants and $4,708,165 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Martin, Goodrich & Waddell, Inc.
- EIN
- 20-0248665
- Plan number
- 002
- Plan type
- 2
- Location
- Sycamore, IL
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $4,708,165
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20240906140220NAL0000629219001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,708,165
- Net assets (EOY)
- $4,708,165
- Net assets (BOY)
- $4,505,612
Income & contributions
- Employer contributions
- $27,463
- Participant contributions
- $49,227
- Total income / additions
- $207,503
Expenses & distributions
- Benefits paid
- $104
- Administrative expenses
- $4,846
- Total expenses
- $4,950
- Net increase / (decrease)
- $202,553
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.