Goldco Direct LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Goldco Direct 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, Goldco Direct LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Goldco Direct LLC under EIN 45-3668539 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $6,623,436 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goldco Direct LLC
- EIN
- 45-3668539
- Plan number
- 001
- Plan type
- 2
- Location
- Calabasas, CA
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $6,623,436
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20240812134538NAL0009398577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,623,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,623,436
- Net assets (BOY)
- $4,087,575
Income & contributions
- Employer contributions
- $740,358
- Participant contributions
- $1,419,647
- Total contributions
- $2,288,546
- Total income / additions
- $3,064,189
Expenses & distributions
- Benefits paid
- $469,888
- Administrative expenses
- $58,440
- Total expenses
- $528,328
- Net increase / (decrease)
- $2,535,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Integrity Financial | ADVISOR | $44,176 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $13,664 | not reported in the loaded dataset | 2023 |