2023 Form 5500 filing — Golub Capital LLC 401(K) 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 20240806090453NAL0002268033001) for Golub Capital LLC 401(K) Plan, reported by Golub Capital LLC under EIN 20-5683269 and plan number 001. It reports 833 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$147.4MReported net assets$147,426,832
Participants833
Provider compensation$29.5K1 Schedule C row(s)$29,548
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240806090453NAL0002268033001
Plan sponsor
Golub Capital LLC
EIN
20-5683269
Plan number
001
Location
Chicago, IL
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$147.4M total assets
Net assets$147.4MLiabilities$0
Money in vs. money out
Total income / additions$48.5M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$4.6M
Participant$17.5M
Full reported line items
Total assets (EOY)
$147,426,832
Total liabilities (EOY)
$0
Net assets (EOY)
$147,426,832
Employer contributions
$4,607,113
Participant contributions
$17,492,589
Total income / additions
$48,473,989
Benefits paid
$2,647,482
Administrative expenses
$29,548
Total expenses
$2,724,006
Net increase / (decrease)
$45,749,983
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $29.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240806090453NAL0002268033001 cover?
It is the 2023 Form 5500 filing for Golub Capital LLC 401(K) Plan, reported by Golub Capital LLC (EIN 20-5683269).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages