Go-Mart, Inc. 401(K) Plan — Form 5500 plan (Go-Mart, Inc.)

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, Go-Mart, Inc. 401(K) Plan is a benefit plan reported by Go-Mart, Inc. under EIN 55-0484692 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,040 participants and $11,486,862 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Go-Mart, Inc.
EIN
55-0484692
Plan number
001
Plan type
2
Location
Gassaway, WV
Latest filing year
2023
Participants
1,040
End-of-year plan assets
$11,486,862

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,040H, C20241001133420NAL0006830673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,486,862
Total liabilities (EOY)
$0
Net assets (EOY)
$11,486,862
Net assets (BOY)
$10,774,218

Income & contributions

Employer contributions
$100,701
Participant contributions
$496,849
Total contributions
$608,710
Total income / additions
$2,005,125

Expenses & distributions

Benefits paid
$1,251,415
Administrative expenses
$41,066
Total expenses
$1,292,481
Net increase / (decrease)
$712,644

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forvis Wealth Advisors LLCINVESTMENT ADVISOR$36,010not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$5,056$02023

Related Form 5500 pages