Godfrey & Kahn, S.C. 401(K) Retirement Plan — Form 5500 plan (Godfrey & Kahn, S.C.)

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, Godfrey & Kahn, S.C. 401(K) Retirement Plan is a benefit plan reported by Godfrey & Kahn, S.C. under EIN 39-1128206 and plan number 002. The latest loaded filing year is 2023. The filing reports 506 participants and $239,487,745 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Godfrey & Kahn, S.C.
EIN
39-1128206
Plan number
002
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
506
End-of-year plan assets
$239,487,745

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023506H, C20240910134203NAL0006936593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$239,487,745
Total liabilities (EOY)
$0
Net assets (EOY)
$239,487,745
Net assets (BOY)
$200,155,428

Income & contributions

Employer contributions
$4,453,400
Participant contributions
$5,623,037
Total contributions
$10,848,116
Total income / additions
$50,299,646

Expenses & distributions

Benefits paid
$10,804,188
Administrative expenses
$163,141
Total expenses
$10,967,329
Net increase / (decrease)
$39,332,317

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$88,141not reported in the loaded dataset2023
Robert W BairdNONE$75,000not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages