Goodwyn Mills Cawood, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Goodwyn Mills Cawood, 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, Goodwyn Mills Cawood, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Goodwyn Mills Cawood, LLC under EIN 85-4128572 and plan number 001. The latest loaded filing year is 2023. The filing reports 660 participants and $44,687,293 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Goodwyn Mills Cawood, LLC
- EIN
- 85-4128572
- Plan number
- 001
- Plan type
- 2
- Location
- Montgomery, AL
- Latest filing year
- 2023
- Participants
- 660
- End-of-year plan assets
- $44,687,293
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 660 | H, C | 20241014155744NAL0027791569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,687,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,687,293
- Net assets (BOY)
- $35,574,628
Income & contributions
- Employer contributions
- $1,853,186
- Participant contributions
- $3,750,620
- Total contributions
- $6,316,420
- Total income / additions
- $11,955,909
Expenses & distributions
- Benefits paid
- $2,711,474
- Administrative expenses
- $131,770
- Total expenses
- $2,843,244
- Net increase / (decrease)
- $9,112,665
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $47,051 | $0 | 2023 |
| Regions Bank | ADVISOR | $32,128 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $18,908 | $0 | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $18,850 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,839 | not reported in the loaded dataset | 2023 |
| Economic Group Pension Services Inc | CONTRACT ADMIN | $600 | $1,667 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Goodwyn Mills Cawood, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Montgomery, AL
- Fidelity Investments Institutional — Schedule C compensation
- Regions Bank — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Economic Group Pension Services Inc — Schedule C compensation