2023 Form 5500 filing — Goodman Financial Corporation 401(K) Profit Sharing Plan And Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724113052NAL0020202816001) for Goodman Financial Corporation 401(K) Profit Sharing Plan And Trust, reported by Goodman Financial Corporation under EIN 76-0266967 and plan number 001. It reports 21 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,879,279
Participants21
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240724113052NAL0020202816001
Plan sponsor
Goodman Financial Corporation
EIN
76-0266967
Plan number
001
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$675.8K
Total expenses$80.5K
Benefits paid / distributions$80.7K
Contributions
Employer$89.1K
Participant$288.3K
Full reported line items
Total assets (EOY)
$1,879,279
Total liabilities (EOY)
$0
Net assets (EOY)
$1,879,279
Employer contributions
$89,108
Participant contributions
$288,283
Total income / additions
$675,784
Benefits paid
$80,694
Administrative expenses
-$169
Total expenses
$80,525
Net increase / (decrease)
$595,259

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240724113052NAL0020202816001 cover?
It is the 2023 Form 5500 filing for Goodman Financial Corporation 401(K) Profit Sharing Plan And Trust, reported by Goodman Financial Corporation (EIN 76-0266967).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages