2023 Form 5500 filing — Goodwyn Partners, 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 20241011122026NAL0038684608001) for Goodwyn Partners, LLC 401(K) Plan, reported by Goodwyn Partners, LLC under EIN 86-2445259 and plan number 001. It reports 337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122026NAL0038684608001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwyn Partners, LLC
- EIN
- 86-2445259
- Plan number
- 001
- Location
- Mobile, AL
- Participants
- 337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $1,333,928
- Benefits paid
- $498,445
- Administrative expenses
- $25,868
- Total expenses
- $537,537
- Net increase / (decrease)
- $796,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James And Associates | ADVISOR | $25,568 | not reported in the loaded dataset |
| Ascensus, LLC | RECORDKEEPER | $1,755 | not reported in the loaded dataset |
| The Benefit Advantage, Inc. | TPA | $1,650 | not reported in the loaded dataset |