Gosnold, Inc. Retirement Savings Plan — Form 5500 plan (Gosnold, Inc.)
Plain-English plan 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, Gosnold, Inc. Retirement Savings Plan is a benefit plan reported by Gosnold, Inc. under EIN 04-2502970 and plan number 001. The latest loaded filing year is 2023. The filing reports 407 participants and $7,927,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gosnold, Inc.
- EIN
- 04-2502970
- Plan number
- 001
- Plan type
- 2
- Location
- Falmouth, MA
- Latest filing year
- 2023
- Participants
- 407
- End-of-year plan assets
- $7,927,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 407 | H, C | 20241010083023NAL0019804129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,927,253
- Net assets (EOY)
- $7,927,253
- Net assets (BOY)
- $7,420,796
Income & contributions
- Employer contributions
- $148,826
- Participant contributions
- $737,657
- Total contributions
- $1,006,680
- Total income / additions
- $2,068,055
Expenses & distributions
- Benefits paid
- $1,520,562
- Administrative expenses
- $41,036
- Total expenses
- $1,561,598
- Net increase / (decrease)
- $506,457
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $21,676 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $13,937 | $0 | 2023 |
| Compass 360 | CONTRACT ADMIN | $3,483 | $6,611 | 2023 |
| Cornerstone Retirement Plan Admn | CONTRACT ADMIN | -$194 | $1,858 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,568 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gosnold, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Falmouth, MA
- Mma Securities LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Compass 360 — Schedule C compensation
- Cornerstone Retirement Plan Admn — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation