Ghansen Investments Retirement Plan — Form 5500 plan (Ghansen Investments)
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, Ghansen Investments Retirement Plan is a benefit plan reported by Ghansen Investments under EIN 87-3106014 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $1,431,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ghansen Investments
- EIN
- 87-3106014
- Plan number
- 001
- Plan type
- 2
- Location
- Sebastopol, CA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $1,431,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240701120515NAL0002765843001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,431,720
- Net assets (EOY)
- $1,431,720
- Net assets (BOY)
- $1,063,722
Income & contributions
- Total income / additions
- $367,998
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $367,998
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.