Goodman Mcguffey Llp 401(K) Plan — Form 5500 plan (Goodman Mcguffey Llp)
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, Goodman Mcguffey Llp 401(K) Plan is a benefit plan reported by Goodman Mcguffey Llp under EIN 58-1889003 and plan number 001. The latest loaded filing year is 2023. The filing reports 100 participants and $9,107,464 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodman Mcguffey Llp
- EIN
- 58-1889003
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 100
- End-of-year plan assets
- $9,107,464
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 100 | H, C | 20241015131820NAL0057791282001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,107,464
- Total liabilities (EOY)
- $15,221
- Net assets (EOY)
- $9,092,243
- Net assets (BOY)
- $7,662,779
Income & contributions
- Employer contributions
- $144,722
- Participant contributions
- $305,662
- Total contributions
- $517,295
- Total income / additions
- $1,989,213
Expenses & distributions
- Benefits paid
- $553,195
- Administrative expenses
- $6,554
- Total expenses
- $559,749
- Net increase / (decrease)
- $1,429,464
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stephens Inc. | INVESTMENT ADVISOR | $7,704 | not reported in the loaded dataset | 2023 |
| Cap Group Retirement Pn Services | RECORDKEEPER | $650 | not reported in the loaded dataset | 2023 |