Golden Svcs, LLC 401(K) Plan & Trust — Form 5500 plan (Golden Svcs, LLC)
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, Golden Svcs, LLC 401(K) Plan & Trust is a benefit plan reported by Golden Svcs, LLC under EIN 46-0864606 and plan number 001. The latest loaded filing year is 2023. The filing reports 930 participants and $17,506,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Golden Svcs, LLC
- EIN
- 46-0864606
- Plan number
- 001
- Plan type
- 2
- Location
- Oak Ridge, TN
- Latest filing year
- 2023
- Participants
- 930
- End-of-year plan assets
- $17,506,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 930 | H, C | 20240830090142NAL0023559760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,506,921
- Total liabilities (EOY)
- $857
- Net assets (EOY)
- $17,506,064
- Net assets (BOY)
- $18,515,001
Income & contributions
- Employer contributions
- $545,319
- Participant contributions
- $897,023
- Total contributions
- $1,450,397
- Total income / additions
- $4,323,414
Expenses & distributions
- Benefits paid
- $5,180,708
- Administrative expenses
- $128,144
- Total expenses
- $5,332,351
- Net increase / (decrease)
- -$1,008,937
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $55,849 | $3,444 | 2023 |
| Triad Hybrid Solutions | ADVISORS | $37,678 | not reported in the loaded dataset | 2023 |
| Rea & Associates, Inc. | TPA | $24,377 | not reported in the loaded dataset | 2023 |
| Active Core- Passive Thru Target Da | ADVISORS | $8,553 | not reported in the loaded dataset | 2023 |
| Mationwide Life Insurance | RECORDKEEPER | $1,707 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Golden Svcs, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Oak Ridge, TN
- Nationwide — Schedule C compensation
- Triad Hybrid Solutions — Schedule C compensation
- Rea & Associates, Inc. — Schedule C compensation
- Active Core- Passive Thru Target Da — Schedule C compensation
- Mationwide Life Insurance — Schedule C compensation