Goldbelt 401(K) Plan — Form 5500 plan (Goldbelt, Incorporated)

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, Goldbelt 401(K) Plan is a benefit plan reported by Goldbelt, Incorporated under EIN 92-0045465 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,307 participants and $68,082,933 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goldbelt, Incorporated
EIN
92-0045465
Plan number
004
Plan type
2
Location
Juneau, AK
Latest filing year
2023
Participants
2,307
End-of-year plan assets
$68,082,933

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,307H, C20241023185649NAL0003990017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$68,082,933
Total liabilities (EOY)
$261,185
Net assets (EOY)
$67,821,748
Net assets (BOY)
$53,450,958

Income & contributions

Employer contributions
$4,271,855
Participant contributions
$8,666,554
Total contributions
$14,404,572
Total income / additions
$24,962,726

Expenses & distributions

Benefits paid
$10,394,176
Administrative expenses
$196,005
Total expenses
$10,591,936
Net increase / (decrease)
$14,370,790

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NwpsNONE$127,302not reported in the loaded dataset2023
Kestra Advisory Services, LLCNONE$45,000not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$23,703$02023

Related Form 5500 pages