2023 Form 5500 filing — Goodwyn Mills Cawood, LLC 401(K) Profit Sharing Plan And Trust
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 20241014155744NAL0027791569001) for Goodwyn Mills Cawood, LLC 401(K) Profit Sharing Plan And Trust, reported by Goodwyn Mills Cawood, LLC under EIN 85-4128572 and plan number 001. It reports 660 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155744NAL0027791569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodwyn Mills Cawood, LLC
- EIN
- 85-4128572
- Plan number
- 001
- Location
- Montgomery, AL
- Participants
- 660
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,687,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,687,293
- Employer contributions
- $1,853,186
- Participant contributions
- $3,750,620
- Total income / additions
- $11,955,909
- Benefits paid
- $2,711,474
- Administrative expenses
- $131,770
- Total expenses
- $2,843,244
- Net increase / (decrease)
- $9,112,665
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $47,051 | $0 |
| Regions Bank | ADVISOR | $32,128 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $18,908 | $0 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $18,850 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,839 | not reported in the loaded dataset |
| Economic Group Pension Services Inc | CONTRACT ADMIN | $600 | $1,667 |