Plan5500

Gooch & Housego 401(K) Plan — Form 5500 plan (Gooch & Housego (Ohio) 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, Gooch & Housego 401(K) Plan is a benefit plan reported by Gooch & Housego (Ohio) LLC. under EIN 34-1125695 and plan number 001. The latest loaded filing year is 2023. The filing reports 550 participants and $49,999,875 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gooch & Housego (Ohio) LLC.
EIN
34-1125695
Plan number
001
Plan type
2
Location
Highland Heights, OH
Latest filing year
2023
Participants
550
End-of-year plan assets
$49,999,875

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023550H, C20260319142304NAL0004255281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,999,875
Total liabilities (EOY)
$0
Net assets (EOY)
$49,999,875
Net assets (BOY)
$45,644,681

Income & contributions

Employer contributions
$1,577,609
Participant contributions
$3,164,630
Total contributions
$5,208,079
Total income / additions
$15,167,961

Expenses & distributions

Benefits paid
$10,620,514
Administrative expenses
$174,351
Total expenses
$10,812,767
Net increase / (decrease)
$4,355,194

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$174,351$02023
Ubs Financial Services IncINVESTMENT ADVISORY$0$76,0202023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages