Plan5500

Goulston & Storrs Associates' 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Goulston & Storrs Pc)

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, Goulston & Storrs Associates' 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Goulston & Storrs Pc under EIN 04-2738098 and plan number 006. The latest loaded filing year is 2023. The filing reports 160 participants and $20,758,798 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.8MPlan net assets, end of year$20,758,798
Participants160Covered participants reported
Assets / participant$129.7KComputed: assets ÷ participants$129,742 (computed)
Provider compensation$47K3 Schedule C provider row(s)$47,044
Plan sponsor
Goulston & Storrs Pc
EIN
04-2738098
Plan number
006
Plan type
2
Location
Boston, MA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    160 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.8M total assets
Net assets$20.8MLiabilities$0
Money in vs. money out
Total income / additions$5.7M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
EmployerNot reported
Participant$2M
Full reported line items

Net assets

Total assets (EOY)
$20,758,798
Total liabilities (EOY)
$0
Net assets (EOY)
$20,758,798
Net assets (BOY)
$17,257,993

Income & contributions

Participant contributions
$2,024,816
Total contributions
$2,067,867
Total income / additions
$5,739,755

Expenses & distributions

Benefits paid
$1,720,398
Administrative expenses
$47,044
Total expenses
$1,767,442
Net increase / (decrease)
$3,972,313
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Pricewaterhousecoopers Llp$31K
    NONE · Direct $31K
  2. 2
    Empower Annuity Insurance Company O$8.9K
    NONE · Direct $8.9K · Indirect $0
  3. 3
    Morgan Stanley$7.2K
    NONE · Direct $7.2K

What to inspect next

Frequently asked questions

Who sponsors the Goulston & Storrs Associates' 401(K) Profit Sharing Plan And Trust?
Goulston & Storrs Associates' 401(K) Profit Sharing Plan And Trust is reported as sponsored by Goulston & Storrs Pc (EIN 04-2738098, plan number 006) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Goulston & Storrs Associates' 401(K) Profit Sharing Plan And Trust?
The latest Form 5500 filing year loaded for Goulston & Storrs Associates' 401(K) Profit Sharing Plan And Trust is 2023.
How many participants does Goulston & Storrs Associates' 401(K) Profit Sharing Plan And Trust report?
Goulston & Storrs Associates' 401(K) Profit Sharing Plan And Trust reports 160 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Goulston & Storrs Associates' 401(K) Profit Sharing Plan And Trust?
Goulston & Storrs Associates' 401(K) Profit Sharing Plan And Trust reports $20,758,798 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages