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GOLDEN STRATEGIES FINANCIAL GROUP RETIREMENT PLAN 401k Plan overview

Plan NameGOLDEN STRATEGIES FINANCIAL GROUP RETIREMENT PLAN
Plan identification number 001

GOLDEN STRATEGIES FINANCIAL GROUP RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GOLDEN STRATEGIES FINANCIAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:GOLDEN STRATEGIES FINANCIAL GROUP
Employer identification number (EIN):251882012
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOLDEN STRATEGIES FINANCIAL GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01THOMAS STROYNE2024-05-13
0012022-01-01THOMAS STROYNE2023-07-06
0012021-01-01THOMAS STROYNE2022-07-18
0012020-01-01THOMAS J. STROYNE2021-07-19
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CHERYL FISHER2013-05-07
0012011-01-01CHERYL FISHER2012-05-21
0012010-01-01CHERYL FISHER2011-08-17

Financial Data on GOLDEN STRATEGIES FINANCIAL GROUP RETIREMENT PLAN

Measure Date Value
2025 : GOLDEN STRATEGIES FINANCIAL GROUP RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-091214
Net assets as of the end of the plan year2025-06-092801183
Total assets as of the beginning of the plan year2025-06-092287381
Value of plan covered by a fidelity bond2025-06-09250000
Participant contributions to plan in this plan year2025-06-0997500
Other income to plan in this plan year2025-06-09386674
Plan net income in this plan year2025-06-09513802
Net assets as of the end of the plan year2025-06-092801183
Net assets as of the beginning of the plan year2025-06-092287381
Employer contributions to plan in this plan year2025-06-0930842
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-09270
2024 : GOLDEN STRATEGIES FINANCIAL GROUP RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-131115
Net assets as of the end of the plan year2024-05-132287381
Total assets as of the beginning of the plan year2024-05-131727524
Value of plan covered by a fidelity bond2024-05-13150000
Participant contributions to plan in this plan year2024-05-1393975
Other income to plan in this plan year2024-05-13441826
Plan net income in this plan year2024-05-13559857
Net assets as of the end of the plan year2024-05-132287381
Net assets as of the beginning of the plan year2024-05-131727524
Employer contributions to plan in this plan year2024-05-1325171
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-13240

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