Plan5500

Gotwals, Inc. Profit Sharing Plan — Form 5500 plan (Gotwals, 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, Gotwals, Inc. Profit Sharing Plan is a benefit plan reported by Gotwals, Inc. under EIN 35-1121074 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $20,767,973 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gotwals, Inc.
EIN
35-1121074
Plan number
001
Plan type
2
Location
Oley, PA
Latest filing year
2023
Participants
333
End-of-year plan assets
$20,767,973

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023333H, C20240926163857NAL0000952497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,767,973
Total liabilities (EOY)
$0
Net assets (EOY)
$20,767,973
Net assets (BOY)
$17,920,305

Income & contributions

Employer contributions
$228,237
Participant contributions
$1,168,968
Total contributions
$1,397,205
Total income / additions
$4,057,070

Expenses & distributions

Benefits paid
$1,104,584
Administrative expenses
$93,746
Total expenses
$1,209,402
Net increase / (decrease)
$2,847,668

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$41,398$02023
Ubs Financial Services IncINVESTMENT ADVISOR$33,173not reported in the loaded dataset2023
Marion And Black LLCAUDITOR$19,175not reported in the loaded dataset2023

Related Form 5500 pages