2023 Form 5500 filing — Goodman Mcguffey Llp 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 20241015131820NAL0057791282001) for Goodman Mcguffey Llp 401(K) Plan, reported by Goodman Mcguffey Llp under EIN 58-1889003 and plan number 001. It reports 100 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131820NAL0057791282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goodman Mcguffey Llp
- EIN
- 58-1889003
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 100
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,107,464
- Total liabilities (EOY)
- $15,221
- Net assets (EOY)
- $9,092,243
- Employer contributions
- $144,722
- Participant contributions
- $305,662
- Total income / additions
- $1,989,213
- Benefits paid
- $553,195
- Administrative expenses
- $6,554
- Total expenses
- $559,749
- Net increase / (decrease)
- $1,429,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stephens Inc. | INVESTMENT ADVISOR | $7,704 | not reported in the loaded dataset |
| Cap Group Retirement Pn Services | RECORDKEEPER | $650 | not reported in the loaded dataset |