Goosehead Insurance 401k Plan — Form 5500 plan (Texas Wasatch Insurance Services, L.P.)
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, Goosehead Insurance 401k Plan is a benefit plan reported by Texas Wasatch Insurance Services, L.P. under EIN 74-3107166 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,007 participants and $24,107,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Wasatch Insurance Services, L.P.
- EIN
- 74-3107166
- Plan number
- 001
- Plan type
- 2
- Location
- Westlake, TX
- Latest filing year
- 2023
- Participants
- 1,007
- End-of-year plan assets
- $24,107,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,007 | H, C | 20241011093245NAL0010772931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,107,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,107,499
- Net assets (BOY)
- $17,732,570
Income & contributions
- Employer contributions
- $1,455,469
- Participant contributions
- $3,199,543
- Total contributions
- $5,449,953
- Total income / additions
- $9,444,392
Expenses & distributions
- Benefits paid
- $2,953,129
- Administrative expenses
- $104,542
- Total expenses
- $3,069,463
- Net increase / (decrease)
- $6,374,929
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliant Retirement Services | ADVISOR | $45,039 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $40,902 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $18,601 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Texas Wasatch Insurance Services, L.P.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Westlake, TX
- Alliant Retirement Services — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation