2023 Form 5500 filing — Goller Group Retirement 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 20250929120655NAL0015159507001) for Goller Group Retirement Plan, reported by Goller & Associates, Inc. under EIN 85-4065909 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20250929120655NAL0015159507001
Filing year
2023
Form type
2
Plan sponsor
Goller & Associates, Inc.
EIN
85-4065909
Plan number
001
Location
Bainbridge Island, WA
Participants
1
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$10,774
Net assets (EOY)
$10,774
Total income / additions
-$12,479
Total expenses
$0
Net increase / (decrease)
-$12,479
Schedule source
Schedule I

Related Form 5500 pages