Golden Retirement Plan — Form 5500 plan (Americantcs Fiduciary Services, 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 Retirement Plan is a benefit plan reported by Americantcs Fiduciary Services, LLC under EIN 93-2789379 and plan number 010. The latest loaded filing year is 2023. The filing reports 3,142 participants and $6,785,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Americantcs Fiduciary Services, LLC
- EIN
- 93-2789379
- Plan number
- 010
- Plan type
- 3
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 3,142
- End-of-year plan assets
- $6,785,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,142 | H, C | 20250507111401NAL0010745521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,785,838
- Total liabilities (EOY)
- $141
- Net assets (EOY)
- $6,785,697
- Net assets (BOY)
- $1,777,404
Income & contributions
- Employer contributions
- $942,196
- Participant contributions
- $1,821,941
- Total contributions
- $2,917,005
- Total income / additions
- $3,553,807
Expenses & distributions
- Benefits paid
- $369,052
- Administrative expenses
- $132,962
- Total expenses
- $502,014
- Net increase / (decrease)
- $3,051,793
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $108,216 | not reported in the loaded dataset | 2023 |
| Americantcs Fiduciary Services, LLC | NONE | $8,761 | not reported in the loaded dataset | 2023 |
| Laufer Llp | NONE | $5,053 | not reported in the loaded dataset | 2023 |
| Frazier & Deeter | NONE | $5,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $2,900 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Americantcs Fiduciary Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Ameritas Life Insurance Corp — Schedule C compensation
- Americantcs Fiduciary Services, LLC — Schedule C compensation
- Laufer Llp — Schedule C compensation
- Frazier & Deeter — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation