2023 Form 5500 filing — Golden Svcs, LLC 401(K) Plan & 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 20240830090142NAL0023559760001) for Golden Svcs, LLC 401(K) Plan & Trust, reported by Golden Svcs, LLC under EIN 46-0864606 and plan number 001. It reports 930 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830090142NAL0023559760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Golden Svcs, LLC
- EIN
- 46-0864606
- Plan number
- 001
- Location
- Oak Ridge, TN
- Participants
- 930
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,506,921
- Total liabilities (EOY)
- $857
- Net assets (EOY)
- $17,506,064
- Employer contributions
- $545,319
- Participant contributions
- $897,023
- Total income / additions
- $4,323,414
- Benefits paid
- $5,180,708
- Administrative expenses
- $128,144
- Total expenses
- $5,332,351
- Net increase / (decrease)
- -$1,008,937
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $55,849 | $3,444 |
| Triad Hybrid Solutions | ADVISORS | $37,678 | not reported in the loaded dataset |
| Rea & Associates, Inc. | TPA | $24,377 | not reported in the loaded dataset |
| Active Core- Passive Thru Target Da | ADVISORS | $8,553 | not reported in the loaded dataset |
| Mationwide Life Insurance | RECORDKEEPER | $1,707 | not reported in the loaded dataset |