Golden Moments 401(K) Plan — Form 5500 plan (Golden Moments 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 Moments 401(K) Plan is a benefit plan reported by Golden Moments LLC under EIN 85-2418598 and plan number 001. The latest loaded filing year is 2023. The filing reports 465 participants and $3,016,759 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Golden Moments LLC
- EIN
- 85-2418598
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 465
- End-of-year plan assets
- $3,016,759
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 465 | H, C | 20241022131532NAL0001440579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,016,759
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,016,759
- Net assets (BOY)
- $2,925,319
Income & contributions
- Employer contributions
- $169,882
- Participant contributions
- $285,982
- Total contributions
- $455,864
- Total income / additions
- $836,602
Expenses & distributions
- Benefits paid
- $745,162
- Administrative expenses
- $0
- Total expenses
- $745,162
- Net increase / (decrease)
- $91,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans, Inc. | TPA | $3,335 | $0 | 2023 |
| Mutual Of Omaha | INVESTMENT CO. | $0 | $0 | 2023 |