Plan5500

Goellner, Inc. Retirement Savings Plan — Form 5500 plan (Goellner, 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, Goellner, Inc. Retirement Savings Plan is a benefit plan reported by Goellner, Inc. under EIN 36-4348436 and plan number 001. The latest loaded filing year is 2023. The filing reports 585 participants and $22,104,060 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goellner, Inc.
EIN
36-4348436
Plan number
001
Plan type
2
Location
Machesney Park, IL
Latest filing year
2023
Participants
585
End-of-year plan assets
$22,104,060

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023585H, C20260415151121NAL0020017409001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,104,060
Total liabilities (EOY)
$22,561
Net assets (EOY)
$22,081,499
Net assets (BOY)
$19,300,406

Income & contributions

Employer contributions
$691,309
Participant contributions
$1,567,728
Total contributions
$2,271,235
Total income / additions
$5,306,767

Expenses & distributions

Benefits paid
$2,440,208
Administrative expenses
$71,193
Total expenses
$2,525,674
Net increase / (decrease)
$2,781,093

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
July Business Services LLCRECORDKEEPER$43,245not reported in the loaded dataset2023
Htlf Retirement Plan ServicesINVESTMENT ADVISOR$6,002not reported in the loaded dataset2023

Related Form 5500 pages