Plan5500

Goettle Employee Stock Ownership Plan — Form 5500 plan (Goettle Holding Company, 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, Goettle Employee Stock Ownership Plan is a benefit plan reported by Goettle Holding Company, Inc. under EIN 31-0589745 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $49,800,238 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goettle Holding Company, Inc.
EIN
31-0589745
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
215
End-of-year plan assets
$49,800,238

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H, C20250915163702NAL0001190417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,800,238
Total liabilities (EOY)
$5,890,609
Net assets (EOY)
$43,909,629
Net assets (BOY)
$36,743,535

Income & contributions

Employer contributions
$2,500,000
Total contributions
$2,500,000
Total income / additions
$7,807,249

Expenses & distributions

Benefits paid
$472,357
Administrative expenses
$20,282
Total expenses
$641,155
Net increase / (decrease)
$7,166,094

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
UbsINVESTMENT MANAGEMENT$20,102not reported in the loaded dataset2023

Related Form 5500 pages