Gene Goodwillie, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Gene Goodwillie, 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, Gene Goodwillie, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Gene Goodwillie, Inc. under EIN 36-2743847 and plan number 002. The latest loaded filing year is 2023. The filing reports 9 participants and $2,996,926 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gene Goodwillie, Inc.
- EIN
- 36-2743847
- Plan number
- 002
- Plan type
- 2
- Location
- Melrose Park, IL
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $2,996,926
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20241010170544NAL0036524656001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,996,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,996,926
- Net assets (BOY)
- $2,799,826
Income & contributions
- Employer contributions
- $41,378
- Participant contributions
- $71,987
- Total income / additions
- $316,325
Expenses & distributions
- Benefits paid
- $78,006
- Administrative expenses
- $8,508
- Total expenses
- $119,225
- Net increase / (decrease)
- $197,100
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.