Golden Svcs Pension Plan — 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 Pension Plan is a benefit plan reported by Golden Svcs, LLC under EIN 46-0864606 and plan number 003. The latest loaded filing year is 2023. The filing reports 160 participants and $21,682,367 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$21.7MPlan net assets, end of year$21,682,367
Participants160Covered participants reported
Assets / participant$135.5KComputed: assets ÷ participants$135,515 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
- Plan sponsor
- Golden Svcs, LLC
- EIN
- 46-0864606
- Plan number
- 003
- Plan type
- 2
- Location
- Oak Ridge, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241009083933NAL0018912305001 |
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)$21.7M total assets
Net assets$21.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $21,682,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,682,367
- Net assets (BOY)
- $20,362,750
Income & contributions
- Employer contributions
- $626,481
- Total contributions
- $626,481
- Total income / additions
- $3,105,900
Expenses & distributions
- Benefits paid
- $1,786,283
- Administrative expenses
- $0
- Total expenses
- $1,786,283
- Net increase / (decrease)
- $1,319,617
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPING | $0 | $0 | 2023 |