Goulston Technologies, Inc 401(K) & Defined Ctbn Retirement Svgs Plan — Form 5500 plan (Goulston Technologies, 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, Goulston Technologies, Inc 401(K) & Defined Ctbn Retirement Svgs Plan is a benefit plan reported by Goulston Technologies, Inc. under EIN 62-1341202 and plan number 003. The latest loaded filing year is 2023. The filing reports 155 participants and $30,187,800 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goulston Technologies, Inc.
EIN
62-1341202
Plan number
003
Plan type
2
Location
Monroe, NC
Latest filing year
2023
Participants
155
End-of-year plan assets
$30,187,800

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023155H, C20240805093336NAL0000970257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,187,800
Total liabilities (EOY)
$0
Net assets (EOY)
$30,187,800
Net assets (BOY)
$28,198,310

Income & contributions

Employer contributions
$583,038
Participant contributions
$700,614
Total contributions
$1,283,652
Total income / additions
$5,097,209

Expenses & distributions

Benefits paid
$3,031,543
Administrative expenses
$76,176
Total expenses
$3,107,719
Net increase / (decrease)
$1,989,490

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Quantitative Process, LLCNONE$55,304not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$20,872$02023

Related Form 5500 pages