2023 Form 5500 filing — Goodleap, 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 20240913095854NAL0005012899001) for Goodleap, LLC 401(K) Plan, reported by Goodleap, LLC under EIN 47-0912342 and plan number 001. It reports 1,563 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913095854NAL0005012899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodleap, LLC
- EIN
- 47-0912342
- Plan number
- 001
- Location
- Roseville, CA
- Participants
- 1,563
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,968,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,968,747
- Participant contributions
- $6,415,858
- Total income / additions
- $11,812,171
- Benefits paid
- $2,875,785
- Administrative expenses
- $7,913
- Total expenses
- $2,999,810
- Net increase / (decrease)
- $8,812,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $130,520 | $0 |
| Pentegra Services Inc. | CONTRACT ADMIN | $54,589 | not reported in the loaded dataset |
| Morgan Stanley | INVESTMENT ADVISOR | $31,024 | not reported in the loaded dataset |
| Richey May & Co Llp | AUDITOR | $14,000 | not reported in the loaded dataset |