Gfc Retirement Plan — Form 5500 plan (Goppert Financial Corp.)
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, Gfc Retirement Plan is a benefit plan reported by Goppert Financial Corp. under EIN 48-6113427 and plan number 003. The latest loaded filing year is 2023. The filing reports 193 participants and $15,477,337 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goppert Financial Corp.
- EIN
- 48-6113427
- Plan number
- 003
- Plan type
- 3
- Location
- Lees Summit, MO
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $15,477,337
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20240729175057NAL0012792147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,477,337
- Total liabilities (EOY)
- $4,010
- Net assets (EOY)
- $15,473,327
- Net assets (BOY)
- $14,506,714
Income & contributions
- Employer contributions
- $676,041
- Participant contributions
- $420,567
- Total contributions
- $1,096,608
- Total income / additions
- $2,652,714
Expenses & distributions
- Benefits paid
- $1,599,083
- Administrative expenses
- $87,018
- Total expenses
- $1,686,101
- Net increase / (decrease)
- $966,613
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning | NONE | $64,018 | not reported in the loaded dataset | 2023 |
| Tpp Retirement Plan Specialists LLC | NONE | $23,000 | not reported in the loaded dataset | 2023 |