Goldman & Associated Companies Employees Profit Sharing Plan & Trust — Form 5500 plan (Goldman Equipment L.L.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, Goldman & Associated Companies Employees Profit Sharing Plan & Trust is a benefit plan reported by Goldman Equipment L.L.C. under EIN 72-0968256 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $15,840,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goldman Equipment L.L.C.
- EIN
- 72-0968256
- Plan number
- 001
- Plan type
- 2
- Location
- West Monroe, LA
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $15,840,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20241014131615NAL0053663810001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,840,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,840,885
- Net assets (BOY)
- $15,579,103
Income & contributions
- Employer contributions
- $484,174
- Participant contributions
- $841,937
- Total contributions
- $1,326,111
- Total income / additions
- $3,420,547
Expenses & distributions
- Benefits paid
- $3,071,515
- Administrative expenses
- $87,250
- Total expenses
- $3,158,765
- Net increase / (decrease)
- $261,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Second Line Capital, LLC | RIA | $20,755 | not reported in the loaded dataset | 2023 |
| Advisor Resource Council | RIA | $10,804 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Goldman Equipment L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in West Monroe, LA
- Second Line Capital, LLC — Schedule C compensation
- Advisor Resource Council — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation