The Goodheart-Willcox Company, Inc. 401(K) Plan And Trust — Form 5500 plan (The Goodheart-Willcox 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, The Goodheart-Willcox Company, Inc. 401(K) Plan And Trust is a benefit plan reported by The Goodheart-Willcox Company, Inc. under EIN 36-2135994 and plan number 002. The latest loaded filing year is 2023. The filing reports 177 participants and $8,801,832 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Goodheart-Willcox Company, Inc.
EIN
36-2135994
Plan number
002
Plan type
2
Location
Tinley Park, IL
Latest filing year
2023
Participants
177
End-of-year plan assets
$8,801,832

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20241227122925NAL0007217075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,801,832
Total liabilities (EOY)
$0
Net assets (EOY)
$8,801,832
Net assets (BOY)
$6,135,708

Income & contributions

Employer contributions
$526,381
Participant contributions
$1,195,956
Total contributions
$1,768,079
Total income / additions
$2,715,988

Expenses & distributions

Benefits paid
$406,032
Administrative expenses
$975
Total expenses
$407,007
Net increase / (decrease)
$2,308,981

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors Financial NetwINVESTMENT ADVISORY$0$16,9872023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$975$02023

Related Form 5500 pages