Plan5500

Goodleap, LLC 401(K) Plan — Form 5500 plan (Goodleap, 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, Goodleap, LLC 401(K) Plan is a benefit plan reported by Goodleap, LLC under EIN 47-0912342 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,563 participants and $37,968,747 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodleap, LLC
EIN
47-0912342
Plan number
001
Plan type
2
Location
Roseville, CA
Latest filing year
2023
Participants
1,563
End-of-year plan assets
$37,968,747

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,563H, C20240913095854NAL0005012899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,968,747
Total liabilities (EOY)
$0
Net assets (EOY)
$37,968,747
Net assets (BOY)
$29,156,386

Income & contributions

Participant contributions
$6,415,858
Total contributions
$7,295,055
Total income / additions
$11,812,171

Expenses & distributions

Benefits paid
$2,875,785
Administrative expenses
$7,913
Total expenses
$2,999,810
Net increase / (decrease)
$8,812,361

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$130,520$02023
Pentegra Services Inc.CONTRACT ADMIN$54,589not reported in the loaded dataset2023
Morgan StanleyINVESTMENT ADVISOR$31,024not reported in the loaded dataset2023
Richey May & Co LlpAUDITOR$14,000not reported in the loaded dataset2023

Related Form 5500 pages