Plan5500

Goodwyn Partners, LLC 401(K) Plan — Form 5500 plan (Goodwyn Partners, 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 Partners, LLC 401(K) Plan is a benefit plan reported by Goodwyn Partners, LLC under EIN 86-2445259 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodwyn Partners, LLC
EIN
86-2445259
Plan number
001
Plan type
2
Location
Mobile, AL
Latest filing year
2023
Participants
337
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023337H, C20241011122026NAL0038684608001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$8,476,023

Income & contributions

Total contributions
$0
Total income / additions
$1,333,928

Expenses & distributions

Benefits paid
$498,445
Administrative expenses
$25,868
Total expenses
$537,537
Net increase / (decrease)
$796,391

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James And AssociatesADVISOR$25,568not reported in the loaded dataset2023
Ascensus, LLCRECORDKEEPER$1,755not reported in the loaded dataset2023
The Benefit Advantage, Inc.TPA$1,650not reported in the loaded dataset2023

Related Form 5500 pages