Plan5500

Goelzer Investment Management, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Goelzer Investment Management, Inc. (EIN 35-2030275) is a plan sponsor located in Carmel, IN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-2030275
Location
Carmel, IN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Goelzer Investment Management, Inc.

  • 2 loaded plans hold $14.9M in reported assets.
  • The largest, Goelzer Investment Management, Inc. 401(K) Plan, holds 66% of this company's reported plan assets.
  • Plans cover 77 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.8MSummed across loaded plans$13,832,176
Total reported assets$14.9M$14,944,335
Total reported participants77
Total reported liabilities$1.1M$1,112,159

Reported net position

Reported assets = net assets + liabilities (summed)$14.9M total assets
Net assets$13.8MLiabilities$1.1M
Contributions & income
Employer contributions$618K
Participant contributions$559.9K
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$222.9K
Total expenses$269.3K
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets66%Goelzer Investment Management, Inc. 401(K) Plan
Participants per plan39Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Goelzer Investment Management, Inc. 401(K) Plan$9.8M
    Plan #003 · 41 participants · 2023
  2. 2
    Goelzer Employee Stock Ownership Plan$5.1M
    Plan #002 · 36 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Goelzer Investment Management, Inc.. Open one for its full reported snapshot.

  1. 2023
    Goelzer Investment Management, Inc. 401(K) Plan41 participants · 2Sch I
    View filing →
  2. 2023
    Goelzer Employee Stock Ownership Plan36 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Goelzer Investment Management, Inc. report on Form 5500?
Goelzer Investment Management, Inc. (EIN 35-2030275) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Goelzer Investment Management, Inc.?
The Employer Identification Number (EIN) reported for Goelzer Investment Management, Inc. is 35-2030275.
What is the latest Form 5500 filing year for Goelzer Investment Management, Inc.?
The latest loaded Form 5500 filing year for Goelzer Investment Management, Inc. is 2023.

Related Form 5500 pages