Goulston Technologies, 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, Goulston Technologies, Inc. (EIN 62-1341202) is a plan sponsor located in Monroe, NC with 2 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
62-1341202
Location
Monroe, NC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$30,187,800
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$30,187,800

Contributions & income

Employer contributions
$583,038
Participant contributions
$700,614
Total income / additions
$5,097,209

Expenses & distributions

Benefits paid / distributions
$3,031,543
Total expenses
$3,107,719
Net increase / (decrease)
$1,989,490

Coverage

Total reported participants
283
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

Goulston Technologies, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Goulston Technologies, Inc 401(K) & Defined Ctbn Retirement Svgs Plan003155$30,187,8002023
Goulston Technologies, Inc. Health & Welfare Benefit Plan501128not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Goulston Technologies, Inc.
YearPlanParticipantsSchedulesFiling
2023Goulston Technologies, Inc 401(K) & Defined Ctbn Retirement Svgs Plan155H, C20240805093336NAL0000970257001
2023Goulston Technologies, Inc. Health & Welfare Benefit Plan12820250121153417NAL0005652928001

Related Form 5500 pages