Goppert Financial Corp. — 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, Goppert Financial Corp. (EIN 48-6113427) is a plan sponsor located in Lees Summit, MO 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
48-6113427
Location
Lees Summit, MO
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,477,337
Total reported liabilities (EOY)
$4,010
Total reported net assets (EOY)
$15,473,327

Contributions & income

Employer contributions
$676,041
Participant contributions
$420,567
Total income / additions
$2,652,714

Expenses & distributions

Benefits paid / distributions
$1,599,083
Total expenses
$1,686,101
Net increase / (decrease)
$966,613

Coverage

Total reported participants
318
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Goppert Financial Corp. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Gfc Retirement Plan003193$15,477,3372023
Goppert Employee Benefits Plan501125not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Goppert Financial Corp.
YearPlanParticipantsSchedulesFiling
2023Gfc Retirement Plan193H, C20240729175057NAL0012792147001
2023Goppert Employee Benefits Plan12520250121105021NAL0002057571001

Related Form 5500 pages