The Goodheart-Willcox Company, Inc. 401(K) Plan And Trust — Form 5500 plan (The Goodheart-Willcox Company, 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, The Goodheart-Willcox Company, Inc. 401(K) Plan And Trust is a benefit plan reported by The Goodheart-Willcox Company, Inc. under EIN 36-2135994 and plan number 002. The latest loaded filing year is 2023. The filing reports 177 participants and $8,801,832 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.8MPlan net assets, end of year$8,801,832
Participants177Covered participants reported
Assets / participant$49.7KComputed: assets ÷ participants$49,728 (computed)
Provider compensation$18K2 Schedule C provider row(s)$17,962
- Plan sponsor
- The Goodheart-Willcox Company, Inc.
- EIN
- 36-2135994
- Plan number
- 002
- Plan type
- 2
- Location
- Tinley Park, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241227122925NAL0007217075001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.8M total assets
Net assets$8.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,801,832
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,801,832
- Net assets (BOY)
- $6,135,708
Income & contributions
- Employer contributions
- $526,381
- Participant contributions
- $1,195,956
- Total contributions
- $1,768,079
- Total income / additions
- $2,715,988
Expenses & distributions
- Benefits paid
- $406,032
- Administrative expenses
- $975
- Total expenses
- $407,007
- Net increase / (decrease)
- $2,308,981
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Netw | INVESTMENT ADVISORY | $0 | $16,987 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $975 | $0 | 2023 |