2023 Form 5500 filing — Mcangus Goudelock & Courie, LLC 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 20250204125811NAL0003950403001) for Mcangus Goudelock & Courie, LLC 401(K) Profit Sharing Plan, reported by Mcangus Goudelock & Courie, LLC under EIN 57-1016548 and plan number 001. It reports 900 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250204125811NAL0003950403001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Mcangus Goudelock & Courie, LLC
- EIN
- 57-1016548
- Plan number
- 001
- Location
- Columbia, SC
- Participants
- 900
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,194,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,194,678
- Employer contributions
- $1,276,782
- Participant contributions
- $4,569,468
- Total income / additions
- $19,077,585
- Benefits paid
- $3,892,478
- Administrative expenses
- $148,060
- Total expenses
- $4,040,538
- Net increase / (decrease)
- $15,037,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwps | NONE | $85,741 | not reported in the loaded dataset |
| Janney Montgomery Scott LLC | NONE | $60,944 | not reported in the loaded dataset |