Gooding Group, LLC 401(K) Retirement Plan — Form 5500 plan (Gooding Group, LLC)

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, Gooding Group, LLC 401(K) Retirement Plan is a benefit plan reported by Gooding Group, LLC under EIN 20-2945598 and plan number 002. The latest loaded filing year is 2023. The filing reports 267 participants and $25,596,530 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gooding Group, LLC
EIN
20-2945598
Plan number
002
Plan type
2
Location
Ephrata, PA
Latest filing year
2023
Participants
267
End-of-year plan assets
$25,596,530

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023267H, C20241015104520NAL0057060946001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,596,530
Total liabilities (EOY)
$0
Net assets (EOY)
$25,596,530
Net assets (BOY)
$22,282,117

Income & contributions

Employer contributions
$414,498
Participant contributions
$1,178,976
Total contributions
$1,593,474
Total income / additions
$5,035,412

Expenses & distributions

Benefits paid
$1,596,801
Administrative expenses
$93,231
Total expenses
$1,720,999
Net increase / (decrease)
$3,314,413

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fulton Bank, N.A.NONE$99,372$02023
Bertz, Hess & Co LLCNONE$0$02023

Related Form 5500 pages