The Goodman Group, Its Members & Affil. Retirement Savings Plan — Form 5500 plan (The Goodman Group, 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 Goodman Group, Its Members & Affil. Retirement Savings Plan is a benefit plan reported by The Goodman Group, Inc. under EIN 41-1914496 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,903 participants and $69,904,861 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Goodman Group, Inc.
EIN
41-1914496
Plan number
001
Plan type
2
Location
Chaska, MN
Latest filing year
2023
Participants
3,903
End-of-year plan assets
$69,904,861

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,903H, C20241014103805NAL0025940065001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$69,904,861
Total liabilities (EOY)
$0
Net assets (EOY)
$69,904,861
Net assets (BOY)
$57,720,857

Income & contributions

Employer contributions
$2,362,270
Participant contributions
$5,866,918
Total contributions
$8,884,989
Total income / additions
$19,023,997

Expenses & distributions

Benefits paid
$6,574,487
Administrative expenses
$186,877
Total expenses
$6,839,993
Net increase / (decrease)
$12,184,004

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$138,010$02023
401k Advisors IncINVESTMENT/FINANCIAL ADVI$47,816$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages