Retirement Plan Of Goodsill Anderson Quinn & Stifel — Form 5500 plan (Goodsill Anderson Quinn & Stifel A Limited Liability Law Partnership)
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, Retirement Plan Of Goodsill Anderson Quinn & Stifel is a benefit plan reported by Goodsill Anderson Quinn & Stifel A Limited Liability Law Partnership under EIN 99-0087157 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $45,735,869 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodsill Anderson Quinn & Stifel A Limited Liability Law Partnership
- EIN
- 99-0087157
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $45,735,869
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241015201402NAL0015361107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,735,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,735,869
- Net assets (BOY)
- $40,837,857
Income & contributions
- Employer contributions
- $655,647
- Participant contributions
- $918,859
- Total contributions
- $1,611,268
- Total income / additions
- $8,097,006
Expenses & distributions
- Benefits paid
- $3,091,603
- Administrative expenses
- $107,391
- Total expenses
- $3,198,994
- Net increase / (decrease)
- $4,898,012
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Banking | INVESTMENT ADVISOR | $71,202 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $36,189 | $0 | 2023 |