Mcangus Goudelock & Courie, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Mcangus Goudelock & Courie, 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, Mcangus Goudelock & Courie, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Mcangus Goudelock & Courie, LLC under EIN 57-1016548 and plan number 001. The latest loaded filing year is 2023. The filing reports 900 participants and $94,194,678 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mcangus Goudelock & Courie, LLC
EIN
57-1016548
Plan number
001
Plan type
3
Location
Columbia, SC
Latest filing year
2023
Participants
900
End-of-year plan assets
$94,194,678

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023900H, C20250204125811NAL0003950403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$94,194,678
Total liabilities (EOY)
$0
Net assets (EOY)
$94,194,678
Net assets (BOY)
$79,157,631

Income & contributions

Employer contributions
$1,276,782
Participant contributions
$4,569,468
Total contributions
$6,071,667
Total income / additions
$19,077,585

Expenses & distributions

Benefits paid
$3,892,478
Administrative expenses
$148,060
Total expenses
$4,040,538
Net increase / (decrease)
$15,037,047

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NwpsNONE$85,741not reported in the loaded dataset2023
Janney Montgomery Scott LLCNONE$60,944not reported in the loaded dataset2023

Related Form 5500 pages