2023 Form 5500 filing — Goldman Gruder & Woods, LLC 401(K) Profit Sharing 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 20240925112002NAL0014239889001) for Goldman Gruder & Woods, LLC 401(K) Profit Sharing Plan, reported by Goldman Gruder & Woods, LLC under EIN 06-1432080 and plan number 001. It reports 46 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.6MReported net assets$8,649,414
Participants46
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240925112002NAL0014239889001
Plan sponsor
Goldman Gruder & Woods, LLC
EIN
06-1432080
Plan number
001
Location
Norwalk, CT
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)$8.6M total assets
Net assets$8.6MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$367.1K
Participant$273.1K
Full reported line items
Total assets (EOY)
$8,649,414
Total liabilities (EOY)
$0
Net assets (EOY)
$8,649,414
Employer contributions
$367,061
Participant contributions
$273,136
Total income / additions
$2,102,316
Benefits paid
$1,733,912
Administrative expenses
$3,176
Total expenses
$1,737,088
Net increase / (decrease)
$365,228

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925112002NAL0014239889001 cover?
It is the 2023 Form 5500 filing for Goldman Gruder & Woods, LLC 401(K) Profit Sharing Plan, reported by Goldman Gruder & Woods, LLC (EIN 06-1432080).
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