Golden Svcs Pension Plan — Form 5500 plan (Golden Svcs, 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, Golden Svcs Pension Plan is a benefit plan reported by Golden Svcs, LLC under EIN 46-0864606 and plan number 003. The latest loaded filing year is 2023. The filing reports 160 participants and $21,682,367 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Golden Svcs, LLC
EIN
46-0864606
Plan number
003
Plan type
2
Location
Oak Ridge, TN
Latest filing year
2023
Participants
160
End-of-year plan assets
$21,682,367

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20241009083933NAL0018912305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,682,367
Total liabilities (EOY)
$0
Net assets (EOY)
$21,682,367
Net assets (BOY)
$20,362,750

Income & contributions

Employer contributions
$626,481
Total contributions
$626,481
Total income / additions
$3,105,900

Expenses & distributions

Benefits paid
$1,786,283
Administrative expenses
$0
Total expenses
$1,786,283
Net increase / (decrease)
$1,319,617

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPING$0$02023

Related Form 5500 pages