Good Place Holdings Co. Retirement Plan — Form 5500 plan (Good Place Holdings Co.)

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, Good Place Holdings Co. Retirement Plan is a benefit plan reported by Good Place Holdings Co. under EIN 47-5470978 and plan number 001. The latest loaded filing year is 2023. The filing reports 351 participants and $22,896,706 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Good Place Holdings Co.
EIN
47-5470978
Plan number
001
Plan type
2
Location
Tallmadge, OH
Latest filing year
2023
Participants
351
End-of-year plan assets
$22,896,706

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023351H, C20241011130307NAL0010939187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,896,706
Total liabilities (EOY)
$0
Net assets (EOY)
$22,896,706
Net assets (BOY)
$21,759,782

Income & contributions

Employer contributions
$423,753
Participant contributions
$1,498,536
Total contributions
$1,994,948
Total income / additions
$5,048,108

Expenses & distributions

Benefits paid
$3,827,177
Administrative expenses
$84,007
Total expenses
$3,911,184
Net increase / (decrease)
$1,136,924

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCADVISOR$55,658not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$28,349$02023

Related Form 5500 pages