Gold Crest Distributing Retirement Savings Plan — Form 5500 plan (Gold Crest Distributing, 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, Gold Crest Distributing Retirement Savings Plan is a benefit plan reported by Gold Crest Distributing, LLC under EIN 43-1714461 and plan number 001. The latest loaded filing year is 2023. The filing reports 91 participants and $1,682,678 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.7MPlan net assets, end of year$1,682,678
Participants91Covered participants reported
Assets / participant$18.5KComputed: assets ÷ participants$18,491 (computed)
Provider compensationNone reported
Plan sponsor
Gold Crest Distributing, LLC
EIN
43-1714461
Plan number
001
Plan type
2
Location
Mexico, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202391I20240605084640NAL0010909667001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities$0
Money in vs. money out
Total income / additions$437.8K
Total expenses$100.6K
Benefits paid / distributions$85.3K
Contributions
Employer$68.9K
Participant$99.8K
Full reported line items

Net assets

Total assets (EOY)
$1,682,678
Total liabilities (EOY)
$0
Net assets (EOY)
$1,682,678
Net assets (BOY)
$1,345,501

Income & contributions

Employer contributions
$68,911
Participant contributions
$99,758
Total income / additions
$437,780

Expenses & distributions

Benefits paid
$85,316
Administrative expenses
$13,631
Total expenses
$100,603
Net increase / (decrease)
$337,177
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 41%Participant 59%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income19%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages