2023 Form 5500 filing — Goldman, Magdalin & Krikes, Llp 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 20241014123418NAL0013287683001) for Goldman, Magdalin & Krikes, Llp 401(K) Profit Sharing Plan, reported by Goldman, Magdalin & Krikes, Llp under EIN 77-0523476 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.9MReported net assets$15,853,062
Participants170
Provider compensation$132.4K3 Schedule C row(s)$132,383
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014123418NAL0013287683001
Plan sponsor
Goldman, Magdalin & Krikes, Llp
EIN
77-0523476
Plan number
001
Location
Woodland Hills, CA
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.9M total assets
Net assets$15.9MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$0
Participant$673K
Full reported line items
Total assets (EOY)
$15,853,062
Total liabilities (EOY)
$0
Net assets (EOY)
$15,853,062
Employer contributions
$0
Participant contributions
$673,013
Total income / additions
$2,818,937
Benefits paid
$2,044,856
Administrative expenses
$80,182
Total expenses
$2,125,038
Net increase / (decrease)
$693,899
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $80.2K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $44.8K
  3. 3
    OTHER SERVICES · Direct $0 · Indirect $7.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014123418NAL0013287683001 cover?
It is the 2023 Form 5500 filing for Goldman, Magdalin & Krikes, Llp 401(K) Profit Sharing Plan, reported by Goldman, Magdalin & Krikes, Llp (EIN 77-0523476).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages