Goebel Fixture Company 401(K) Plan — Form 5500 plan (Goebel Fixture Company)

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, Goebel Fixture Company 401(K) Plan is a benefit plan reported by Goebel Fixture Company under EIN 41-0908456 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $10,947,029 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goebel Fixture Company
EIN
41-0908456
Plan number
001
Plan type
2
Location
Hutchinson, MN
Latest filing year
2023
Participants
118
End-of-year plan assets
$10,947,029

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023118H, C20241015105816NAL0048940256001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,947,029
Net assets (EOY)
$10,947,029
Net assets (BOY)
$10,133,218

Income & contributions

Employer contributions
$128,005
Participant contributions
$434,497
Total contributions
$562,502
Total income / additions
$2,186,424

Expenses & distributions

Benefits paid
$1,324,828
Administrative expenses
$47,785
Total expenses
$1,372,613
Net increase / (decrease)
$813,811

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma Securities LLCREGISTERED IN VESTMENT AD$20,333not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$976not reported in the loaded dataset2023

Related Form 5500 pages