Goller Group Retirement Plan — Form 5500 plan (Goller & Associates, 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, Goller Group Retirement Plan is a benefit plan reported by Goller & Associates, Inc. under EIN 85-4065909 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $10,774 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goller & Associates, Inc.
- EIN
- 85-4065909
- Plan number
- 001
- Plan type
- 2
- Location
- Bainbridge Island, WA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $10,774
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20250929120655NAL0015159507001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,774
- Net assets (EOY)
- $10,774
- Net assets (BOY)
- $23,253
Income & contributions
- Total income / additions
- -$12,479
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$12,479
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.