Gougeon Holding Co. Employee Stock Ownership Plan — Form 5500 plan (Gougeon Holding Co.)

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, Gougeon Holding Co. Employee Stock Ownership Plan is a benefit plan reported by Gougeon Holding Co. under EIN 38-2084367 and plan number 001. The latest loaded filing year is 2023. The filing reports 60 participants and $9,991,046 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gougeon Holding Co.
EIN
38-2084367
Plan number
001
Plan type
2
Location
Bay City, MI
Latest filing year
2023
Participants
60
End-of-year plan assets
$9,991,046

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202360I20250508105135NAL0008763491001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$9,991,046
Total liabilities (EOY)
$6,939
Net assets (EOY)
$9,984,107
Net assets (BOY)
$8,960,874

Income & contributions

Employer contributions
$9,061
Total income / additions
$2,723,995

Expenses & distributions

Benefits paid
$1,700,762
Total expenses
$1,700,762
Net increase / (decrease)
$1,023,233

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages