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, Richard Goettle, Inc. 401(K) Plan is a benefit plan reported by Goettle Holding Company, Inc. under EIN 31-0589745 and plan number 002. The latest loaded filing year is 2023. The filing reports 264 participants and $16,936,362 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,936,362
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,936,362
- Net assets (BOY)
- $13,213,149
Income & contributions
- Employer contributions
- $712,669
- Participant contributions
- $1,304,010
- Total contributions
- $2,168,772
- Total income / additions
- $4,773,498
Expenses & distributions
- Benefits paid
- $983,646
- Administrative expenses
- $66,639
- Total expenses
- $1,050,285
- Net increase / (decrease)
- $3,723,213