Gold Bond 401(K) Plan — Form 5500 plan (Gold Bond, 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, Gold Bond 401(K) Plan is a benefit plan reported by Gold Bond, Inc under EIN 20-0347867 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $6,077,689 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gold Bond, Inc
- EIN
- 20-0347867
- Plan number
- 001
- Plan type
- 2
- Location
- Hixson, TN
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $6,077,689
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241011095332NAL0012342371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,077,689
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,077,689
- Net assets (BOY)
- $5,340,242
Income & contributions
- Employer contributions
- $162,901
- Participant contributions
- $270,661
- Total contributions
- $436,410
- Total income / additions
- $1,222,547
Expenses & distributions
- Benefits paid
- $436,390
- Administrative expenses
- $48,710
- Total expenses
- $485,100
- Net increase / (decrease)
- $737,447
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $16,799 | not reported in the loaded dataset | 2023 |
| Erisa Services, Inc. | CONTRACT ADMIN | $10,103 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $4,002 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,449 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gold Bond, Inc
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Hixson, TN
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Erisa Services, Inc. — Schedule C compensation
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation