Original filing (PDF)20241227093327NAL0021691024001

GODFREY INVESTMENT GROUP, INC.

Name: GODFREY INVESTMENT GROUP, INC. — GODFREY INVESTMENT GROUP SAFE HARBOR 401(K) PLAN, Form 5500 (2023)
Creator: GODFREY INVESTMENT GROUP, INC.

Form 5500-SF

FILING_RECEIVED

GODFREY INVESTMENT GROUP SAFE HARBOR 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 1.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GODFREY INVESTMENT GROUP, INC..

Plan sponsor

Name

GODFREY INVESTMENT GROUP, INC.

EIN

20-1556951

Address

123 E. MAIN ST. · ZEELAND, MI · 49464

Phone

(616) 931-1223

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-12-27

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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