2023 Form 5500 filing — Goellner, Inc. Retirement Savings 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 20260415151121NAL0020017409001) for Goellner, Inc. Retirement Savings Plan, reported by Goellner, Inc. under EIN 36-4348436 and plan number 001. It reports 585 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260415151121NAL0020017409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Goellner, Inc.
- EIN
- 36-4348436
- Plan number
- 001
- Location
- Machesney Park, IL
- Participants
- 585
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,104,060
- Total liabilities (EOY)
- $22,561
- Net assets (EOY)
- $22,081,499
- Employer contributions
- $691,309
- Participant contributions
- $1,567,728
- Total income / additions
- $5,306,767
- Benefits paid
- $2,440,208
- Administrative expenses
- $71,193
- Total expenses
- $2,525,674
- Net increase / (decrease)
- $2,781,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services LLC | RECORDKEEPER | $43,245 | not reported in the loaded dataset |
| Htlf Retirement Plan Services | INVESTMENT ADVISOR | $6,002 | not reported in the loaded dataset |