2023 Form 5500 filing — Goulston Technologies, Inc 401(K) & Defined Ctbn Retirement Svgs Plan
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 20240805093336NAL0000970257001) for Goulston Technologies, Inc 401(K) & Defined Ctbn Retirement Svgs Plan, reported by Goulston Technologies, Inc. under EIN 62-1341202 and plan number 003. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805093336NAL0000970257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goulston Technologies, Inc.
- EIN
- 62-1341202
- Plan number
- 003
- Location
- Monroe, NC
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,187,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,187,800
- Employer contributions
- $583,038
- Participant contributions
- $700,614
- Total income / additions
- $5,097,209
- Benefits paid
- $3,031,543
- Administrative expenses
- $76,176
- Total expenses
- $3,107,719
- Net increase / (decrease)
- $1,989,490
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Quantitative Process, LLC | NONE | $55,304 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $20,872 | $0 |