2023 Form 5500 filing — Goulston & Storrs Cash Balance Plan For Directors
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 20250114140831NAL0031854048001) for Goulston & Storrs Cash Balance Plan For Directors, reported by Goulston & Storrs Pc under EIN 04-2738098 and plan number 007. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114140831NAL0031854048001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goulston & Storrs Pc
- EIN
- 04-2738098
- Plan number
- 007
- Location
- Boston, MA
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,185,922
- Total liabilities (EOY)
- $1,148,856
- Net assets (EOY)
- $71,037,066
- Employer contributions
- $11,862,022
- Total income / additions
- $14,120,146
- Benefits paid
- $17,780,450
- Administrative expenses
- $221,881
- Total expenses
- $18,002,331
- Net increase / (decrease)
- -$3,882,185
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gw&K Investment Management | NONE | $169,065 | not reported in the loaded dataset |
| Pricewaterhousecoopers | NONE | $27,500 | not reported in the loaded dataset |
| State Street Bank And Trust Company | NONE | $25,316 | $0 |