Golden Technologies 401(K) Plan — Form 5500 plan (Golden Brother, Inc. / Golden Technologies)

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, Golden Technologies 401(K) Plan is a benefit plan reported by Golden Brother, Inc. / Golden Technologies under EIN 23-2369735 and plan number 001. The latest loaded filing year is 2023. The filing reports 374 participants and $7,027,635 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Golden Brother, Inc. / Golden Technologies
EIN
23-2369735
Plan number
001
Plan type
2
Location
Old Forge, PA
Latest filing year
2023
Participants
374
End-of-year plan assets
$7,027,635

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023374H, C20240913101015NAL0011487857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,027,635
Total liabilities (EOY)
$0
Net assets (EOY)
$7,027,635
Net assets (BOY)
$6,020,184

Income & contributions

Employer contributions
$128,387
Participant contributions
$366,405
Total contributions
$585,647
Total income / additions
$1,498,589

Expenses & distributions

Benefits paid
$428,236
Administrative expenses
$62,902
Total expenses
$491,138
Net increase / (decrease)
$1,007,451

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jacobi Capital Management LLCREGISTERED INVESTMENT AD$28,962not reported in the loaded dataset2023

Related Form 5500 pages