2023 Form 5500 filing — Goosehead Insurance 401k 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 20241011093245NAL0010772931001) for Goosehead Insurance 401k Plan, reported by Texas Wasatch Insurance Services, L.P. under EIN 74-3107166 and plan number 001. It reports 1,007 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011093245NAL0010772931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas Wasatch Insurance Services, L.P.
- EIN
- 74-3107166
- Plan number
- 001
- Location
- Westlake, TX
- Participants
- 1,007
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,107,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,107,499
- Employer contributions
- $1,455,469
- Participant contributions
- $3,199,543
- Total income / additions
- $9,444,392
- Benefits paid
- $2,953,129
- Administrative expenses
- $104,542
- Total expenses
- $3,069,463
- Net increase / (decrease)
- $6,374,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliant Retirement Services | ADVISOR | $45,039 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $40,902 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $18,601 | $0 |