Stephen Gould Corporation Retirement Plan — Form 5500 plan (Stephen Gould Corporation)
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, Stephen Gould Corporation Retirement Plan is a benefit plan reported by Stephen Gould Corporation under EIN 22-1550787 and plan number 003. The latest loaded filing year is 2023. The filing reports 655 participants and $66,276,351 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stephen Gould Corporation
- EIN
- 22-1550787
- Plan number
- 003
- Plan type
- 2
- Location
- Madison, NJ
- Latest filing year
- 2023
- Participants
- 655
- End-of-year plan assets
- $66,276,351
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 655 | H, C | 20241003152219NAL0010730337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,276,351
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,276,351
- Net assets (BOY)
- $53,517,765
Income & contributions
- Employer contributions
- $1,103,823
- Participant contributions
- $3,724,560
- Total contributions
- $5,159,754
- Total income / additions
- $14,635,686
Expenses & distributions
- Benefits paid
- $1,803,322
- Administrative expenses
- $72,240
- Total expenses
- $1,877,100
- Net increase / (decrease)
- $12,758,586
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR/INVESTMENT ADV | $54,618 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $17,481 | $0 | 2023 |