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GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST 401k Plan overview

Plan NameGOLDEN SERVICES. LLC 401(K) PLAN AND TRUST
Plan identification number 001

GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 SVCS, LLC has sponsored the creation of one or more 401k plans.

Company Name:GOLDEN SVCS, LLC
Employer identification number (EIN):460864606
NAIC Classification:561600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHELLE MARTIN2023-09-15
0012021-01-01MICHELLE MARTIN2022-10-07
0012020-01-01MICHELLE KYKER2021-10-08
0012019-01-01MICHELLE KYKER2020-10-15
0012018-01-01
0012018-01-01
0012018-01-01
0012017-01-01LANCE KESTERSON2018-05-16
0012016-01-01NANCY CASSENS2017-08-04
0012015-01-01NANCY CASSENS2016-06-08
0012014-01-01HAROLD MICHAEL GOLDEN2015-06-01
0012013-01-01HAROLD MICHAEL GOLDEN2014-07-29

Plan Statistics for GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST

401k plan membership statisitcs for GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST

Measure Date Value
2022: GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-011,055
Total number of active participants reported on line 7a of the Form 55002022-01-01683
Number of retired or separated participants receiving benefits2022-01-0142
Number of other retired or separated participants entitled to future benefits2022-01-01220
Total of all active and inactive participants2022-01-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01945
Number of participants with account balances2022-01-01829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01400
Total number of active participants reported on line 7a of the Form 55002021-01-01948
Number of retired or separated participants receiving benefits2021-01-0121
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-011,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,008
Number of participants with account balances2021-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01450
Total number of active participants reported on line 7a of the Form 55002020-01-01335
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01400
Number of participants with account balances2020-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01213
Total number of active participants reported on line 7a of the Form 55002019-01-01397
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01442
Number of participants with account balances2019-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01270
Total number of active participants reported on line 7a of the Form 55002018-01-01425
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01466
Number of participants with account balances2018-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST

Measure Date Value
2022 : GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$23,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$66,078
Total income from all sources (including contributions)2022-12-31$-1,170,656
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,434,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,732,659
Expenses. Certain deemed distributions of participant loans2022-12-31$499,208
Value of total corrective distributions2022-12-31$23,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,554,543
Value of total assets at end of year2022-12-31$18,538,500
Value of total assets at beginning of year2022-12-31$31,185,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$178,669
Total interest from all sources2022-12-31$16,493
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$354,327
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$354,327
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,816,473
Participant contributions at end of year2022-12-31$875,984
Participant contributions at beginning of year2022-12-31$1,374,833
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$64,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$23,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$66,078
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$19,600,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,604,691
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,515,001
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,119,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$178,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,050,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,227,152
Interest on participant loans2022-12-31$16,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$611,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$975,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,096,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,673,116
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$7,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,732,659
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PW PARTNERS
Accountancy firm EIN2022-12-31833323563
2021 : GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$21,473,430
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$66,078
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$851,511
Total income from all sources (including contributions)2021-12-31$2,325,708
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,318,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,231,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,208,365
Value of total assets at end of year2021-12-31$31,185,770
Value of total assets at beginning of year2021-12-31$9,490,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$86,509
Total interest from all sources2021-12-31$10,132
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$696,710
Participant contributions at end of year2021-12-31$1,374,833
Participant contributions at beginning of year2021-12-31$172,968
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$20,036
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$25,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$66,078
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$851,511
Total non interest bearing cash at end of year2021-12-31$19,600,330
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,007,271
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,119,692
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,638,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$86,509
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,227,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,295,390
Interest on participant loans2021-12-31$10,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$975,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$960,502
Net investment gain/loss from pooled separate accounts2021-12-31$1,107,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$508,100
Employer contributions (assets) at end of year2021-12-31$7,967
Employer contributions (assets) at beginning of year2021-12-31$15,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,231,928
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PW PARTNERS
Accountancy firm EIN2021-12-31833323563
2020 : GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$851,511
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$861,499
Total income from all sources (including contributions)2020-12-31$2,682,674
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$860,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$752,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,455,821
Value of total assets at end of year2020-12-31$9,490,502
Value of total assets at beginning of year2020-12-31$7,678,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$108,019
Total interest from all sources2020-12-31$8,601
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$705,436
Participant contributions at end of year2020-12-31$172,968
Participant contributions at beginning of year2020-12-31$176,209
Participant contributions at end of year2020-12-31$20,036
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$200,046
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$25,844
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$25,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$851,511
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$861,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,821,725
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,638,991
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,817,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$41,033
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,295,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,825,732
Income. Interest from loans (other than to participants)2020-12-31$8,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$960,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$651,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,218,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$550,339
Employer contributions (assets) at end of year2020-12-31$15,762
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$752,930
Contract administrator fees2020-12-31$66,986
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PW PARTNERS
Accountancy firm EIN2020-12-31833323563
2019 : GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$861,499
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$861,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$840,441
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$840,441
Total income from all sources (including contributions)2019-12-31$2,905,959
Total income from all sources (including contributions)2019-12-31$2,905,959
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$516,442
Total of all expenses incurred2019-12-31$516,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$404,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$404,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,568,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,568,357
Value of total assets at end of year2019-12-31$7,678,765
Value of total assets at end of year2019-12-31$7,678,765
Value of total assets at beginning of year2019-12-31$5,268,190
Value of total assets at beginning of year2019-12-31$5,268,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$111,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$111,931
Total interest from all sources2019-12-31$10,295
Total interest from all sources2019-12-31$10,295
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$626,093
Contributions received from participants2019-12-31$626,093
Participant contributions at end of year2019-12-31$176,209
Participant contributions at end of year2019-12-31$176,209
Participant contributions at beginning of year2019-12-31$158,410
Participant contributions at beginning of year2019-12-31$158,410
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$442,872
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$442,872
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$25,794
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$25,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$861,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$861,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$840,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$840,441
Other income not declared elsewhere2019-12-31$319,796
Other income not declared elsewhere2019-12-31$319,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,389,517
Value of net income/loss2019-12-31$2,389,517
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,817,266
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,817,266
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,427,749
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,427,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,825,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,825,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,599,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,599,518
Interest on participant loans2019-12-31$10,295
Interest on participant loans2019-12-31$10,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$651,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$651,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$510,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$510,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,007,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,007,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$499,392
Contributions received in cash from employer2019-12-31$499,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$404,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$404,511
Contract administrator fees2019-12-31$111,931
Contract administrator fees2019-12-31$111,931
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PW PARTNERS
Accountancy firm name2019-12-31PW PARTNERS
Accountancy firm EIN2019-12-31833323563
Accountancy firm EIN2019-12-31833323563
2018 : GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$946,817
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$242,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$242,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,211,526
Value of total assets at end of year2018-12-31$5,268,190
Value of total assets at beginning of year2018-12-31$4,563,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$5,760
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$611,259
Participant contributions at end of year2018-12-31$158,410
Participant contributions at beginning of year2018-12-31$135,188
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$24,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$840,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$704,454
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,268,190
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,563,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,599,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,060,153
Interest on participant loans2018-12-31$5,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$510,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$368,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-270,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$575,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$242,363
Contract administrator fees2018-12-31$57,732
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PW PARTNERS, LLC
Accountancy firm EIN2018-12-31833323563

Form 5500 Responses for GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST

2022: GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GOLDEN SERVICES. LLC 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number798-80006
Policy instance 1
Insurance contract or identification number798-80006
Number of Individuals Covered829
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number798-80006
Policy instance 1
Insurance contract or identification number798-80006
Number of Individuals Covered1008
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,049
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,223
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number798-80006
Policy instance 1
Insurance contract or identification number798-80006
Number of Individuals Covered373
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $134
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $134
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number798-80006
Policy instance 1
Insurance contract or identification number798-80006
Number of Individuals Covered397
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,990
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,990
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FD7I
Policy instance 1
Insurance contract or identification numberGAP-CP-FD7I
Number of Individuals Covered348
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,834
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,834
Insurance broker organization code?3

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