Goraleigh Pension Plan — Form 5500 plan (Goraleigh)

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, Goraleigh Pension Plan is a benefit plan reported by Goraleigh under EIN 75-1626932 and plan number 003. The latest loaded filing year is 2023. The filing reports 510 participants and $18,807,018 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.8MPlan net assets, end of year$18,807,018
Participants510Covered participants reported
Assets / participant$36.9KComputed: assets ÷ participants$36,877 (computed)
Provider compensation$112.4K2 Schedule C provider row(s)$112,367
Plan sponsor
Goraleigh
EIN
75-1626932
Plan number
003
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023510H, C20250529115233NAL0007297729001
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)$18.8M total assets
Net assets$18.8MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$803.3K
Participant$803.3K
Full reported line items

Net assets

Total assets (EOY)
$18,807,018
Total liabilities (EOY)
$0
Net assets (EOY)
$18,807,018
Net assets (BOY)
$16,823,528

Income & contributions

Employer contributions
$803,297
Participant contributions
$803,297
Total contributions
$1,606,594
Total income / additions
$3,400,061

Expenses & distributions

Benefits paid
$1,321,764
Administrative expenses
$94,807
Total expenses
$1,416,571
Net increase / (decrease)
$1,983,490
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 50%Participant 50%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$92,667not reported in the loaded dataset2023
Batchelor, Tillery & RobertsNONE$19,700not reported in the loaded dataset2023

Related Form 5500 pages