Goodhart Sons, Inc. 401(K) Retirement Plan — Form 5500 plan (Goodhart Sons, 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, Goodhart Sons, Inc. 401(K) Retirement Plan is a benefit plan reported by Goodhart Sons, Inc. under EIN 23-1685243 and plan number 002. The latest loaded filing year is 2023. The filing reports 111 participants and $10,657,963 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodhart Sons, Inc.
- EIN
- 23-1685243
- Plan number
- 002
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 111
- End-of-year plan assets
- $10,657,963
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 111 | H, C | 20240725110720NAL0031066562001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,657,963
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,657,963
- Net assets (BOY)
- $9,258,579
Income & contributions
- Employer contributions
- $274,870
- Participant contributions
- $590,933
- Total contributions
- $865,803
- Total income / additions
- $2,248,889
Expenses & distributions
- Benefits paid
- $814,825
- Administrative expenses
- $34,680
- Total expenses
- $849,505
- Net increase / (decrease)
- $1,399,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Domani Wealth LLC | INVESTMENT ADVISOR | $17,403 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,450 | $0 | 2023 |
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $5,981 | not reported in the loaded dataset | 2023 |
| Pa Retirement Solutions, Inc. | CONTRACT ADMIN | $0 | $5,000 | 2023 |
| Savant Capital LLC | INVESTMENT ADVISOR | $4,072 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,862 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Goodhart Sons, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lancaster, PA
- Domani Wealth LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Commonwealth Equity Services LLC Db — Schedule C compensation
- Pa Retirement Solutions, Inc. — Schedule C compensation
- Savant Capital LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation